Private Wealth Group’s Microsoft MSFT Stock Holding History

Private Wealth 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	$518K	Hold	1,010	–	–	0.2%	40
2026 Q2	$377K	Hold	1,010	–	–	0.15%	51
2026 Q1	$374K	Hold	1,010	–	–	0.17%	46
2025 Q4	$489K	Buy	1,010 +226	+29%	+$113K	0.23%	43
2025 Q3	$406K	Hold	784	–	–	0.2%	43
2025 Q2	$390K	Hold	784	–	–	0.21%	45
2025 Q1	$294K	Hold	784	–	–	0.17%	50
2024 Q4	$330K	Hold	784	–	–	0.16%	57
2024 Q3	$337K	Hold	784	–	–	0.17%	53
2024 Q2	$350K	Hold	784	–	–	0.18%	52
2024 Q1	$330K	Hold	784	–	–	0.17%	54
2023 Q4	$295K	Buy	+784	New	+$279K	0.17%	50
2023 Q1	–	Sell	-1,204	Closed	-$289K	–	56
2022 Q4	$289K	Buy	+1,204	New	+$289K	0.41%	42

Other funds holding MSFT

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

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

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

Private Wealth Group held its Microsoft (MSFT) position steady in Q3 2026 at 1,010 shares worth $518K. The position accounts for 0.2% of the portfolio, ranked #40.

Private Wealth Group first reported a position in MSFT in Q4 2022 and has held it in 13 quarters since. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Private Wealth Group held 1,010 shares of Microsoft worth $518K as of Q3 2026.
Private Wealth Group left its Microsoft share count unchanged in Q3 2026.
Microsoft made up 0.2% of Private Wealth Group's portfolio in Q3 2026, its #40 holding.
Private Wealth Group first reported a position in Microsoft in Q4 2022 and has held it in 13 quarters since.
3,890 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.