Premier Path Wealth Partners
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Premier Path Wealth Partners’s Microsoft MSFT Stock Holding History

Premier Path Wealth Partners’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$29.4M Buy
57,238
+439
+0.8% +$203K 3.43% 3
2026
Q2 		$21.2M Buy
56,799
+1,465
+3% +$593K 2.44% 5
2026
Q1 		$20.5M Buy
55,334
+1,106
+2% +$463K 2.67% 5
2025
Q4 		$26.2M Buy
54,228
+123
+0.2% +$61.6K 3.39% 4
2025
Q3 		$28M Buy
54,105
+1,080
+2% +$551K 3.61% 3
2025
Q2 		$26.4M Buy
53,025
+1,514
+3% +$657K 3.67% 3
2025
Q1 		$19.3M Sell
51,511
-879
-2% -$358K 3.01% 3
2024
Q4 		$22.1M Buy
52,390
+9
+0% +$3.83K 3.37% 3
2024
Q3 		$22.5M Sell
52,381
-354
-0.7% -$151K 3.55% 3
2024
Q2 		$23.6M Buy
52,735
+1,903
+4% +$804K 4.02% 2
2024
Q1 		$21.4M Sell
50,832
-58
-0.1% -$23.5K 4.02% 2
2023
Q4 		$19.1M Buy
+50,890
New +$18.1M 4.23% 2

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Premier Path Wealth Partners's MSFT Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Microsoft (MSFT) stake by 0.77% in Q3 2026, buying an estimated $203K and bringing the position to 57,238 shares worth $29.4M. The position accounts for 3.43% of the portfolio, ranked #3.

Premier Path Wealth Partners first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 1,270 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Premier Path Wealth Partners held 57,238 shares of Microsoft worth $29.4M as of Q3 2026.
  • Premier Path Wealth Partners bought 439 Microsoft shares in Q3 2026, an estimated $203K.
  • Microsoft made up 3.43% of Premier Path Wealth Partners's portfolio in Q3 2026, its #3 holding.
  • Premier Path Wealth Partners first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • 1,270 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.