Private Advisor Group’s Microsoft MSFT Stock Holding History

Private Advisor Group’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	$40.3K	Buy	+200	New	+$92.5K	﹤0.01%	3065
2026 Q2	–	Sell	-600	Closed	-$45.5K	–	2754
2026 Q1	$45.5K	Buy	600 +500	+500%	+$209K	﹤0.01%	2585
2025 Q4	$8.93K	Buy	+100	New	+$50.1K	﹤0.01%	2570
2021 Q4	–	Sell	-400	Closed	-$4K	–	2188
2021 Q3	$4K	Buy	+400	New	+$116K	﹤0.01%	2018
2021 Q1	–	Sell	-1,300	Closed	-$40K	–	1942
2020 Q4	$40K	Buy	+1,300	New	+$280K	﹤0.01%	1731
2015 Q1	–	Sell	-5,500	Closed	-$50K	–	1050
2014 Q4	$50K	Buy	+5,500	New	+$258K	﹤0.01%	937

Other funds holding MSFT

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Private Advisor Group's MSFT Position: Q3 2026 in Review

Private Advisor Group increased its Microsoft (MSFT) stake by 33% in Q3 2026, buying an estimated $91.6M and bringing the position to 805,136 shares worth $413M. The position accounts for 1.38% of the portfolio, ranked #7.

Private Advisor Group first reported a position in MSFT in Q4 2013 and has held it in 51 quarters since. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Private Advisor Group held 805,136 shares of Microsoft worth $413M as of Q3 2026.
Private Advisor Group bought 198,018 Microsoft shares in Q3 2026, an estimated $91.6M.
Microsoft made up 1.38% of Private Advisor Group's portfolio in Q3 2026, its #7 holding.
Private Advisor Group first reported a position in Microsoft in Q4 2013 and has held it in 51 quarters since.
4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.