PCS
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Private Client Services’s Microsoft MSFT Stock Holding History

Private Client Services’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 		$4.29M Buy
8,373
+312
+4% +$144K 1.15% 19
2026
Q2 		$3.01M Sell
8,061
-298
-4% -$121K 0.79% 28
2026
Q1 		$3.09M Buy
8,359
+1,241
+17% +$519K 0.93% 26
2025
Q4 		$3.44M Sell
7,118
-142
-2% -$71.2K 1.08% 24
2025
Q3 		$3.76M Sell
7,260
-589
-8% -$300K 1.26% 20
2025
Q2 		$3.9M Buy
7,849
+2,906
+59% +$1.26M 1.52% 12
2025
Q1 		$1.86M Sell
4,943
-1,565
-24% -$638K 0.92% 30
2024
Q4 		$2.74M Buy
6,508
+100
+2% +$42.6K 1.47% 15
2024
Q3 		$2.76M Sell
6,408
-1,937
-23% -$828K 1.48% 17
2024
Q2 		$3.73M Buy
8,345
+197
+2% +$83.2K 2.34% 9
2024
Q1 		$3.43M Buy
8,148
+3,732
+85% +$1.51M 2.3% 10
2023
Q4 		$1.66M Buy
+4,416
New +$1.57M 1.36% 20

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

Private Client Services's MSFT Position: Q3 2026 in Review

Private Client Services increased its Microsoft (MSFT) stake by 3.9% in Q3 2026, buying an estimated $144K and bringing the position to 8,373 shares worth $4.29M. The position accounts for 1.15% of the portfolio, ranked #19.

Private Client Services first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 493 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Private Client Services held 8,373 shares of Microsoft worth $4.29M as of Q3 2026.
  • Private Client Services bought 312 Microsoft shares in Q3 2026, an estimated $144K.
  • Microsoft made up 1.15% of Private Client Services's portfolio in Q3 2026, its #19 holding.
  • Private Client Services first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • 493 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.