Proactive Wealth Strategies
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Proactive Wealth Strategies’s Microsoft MSFT Stock Holding History

Proactive Wealth Strategies’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 		$13.7M Buy
26,692
+909
+4% +$420K 2.11% 7
2026
Q2 		$9.6M Buy
25,783
+2,795
+12% +$1.13M 1.54% 13
2026
Q1 		$8.51M Buy
22,988
+12,521
+120% +$5.24M 1.6% 14
2025
Q4 		$5.06M Buy
10,467
+1,142
+12% +$572K 2.01% 8
2025
Q3 		$4.83M Buy
9,325
+237
+3% +$121K 2.08% 8
2025
Q2 		$4.52M Sell
9,088
-46
-0.5% -$20K 2.13% 7
2025
Q1 		$3.43M Buy
9,134
+32
+0.4% +$13K 1.83% 13
2024
Q4 		$3.84M Buy
9,102
+341
+4% +$145K 2% 11
2024
Q3 		$3.77M Buy
+8,761
New +$3.75M 2.09% 9

Other funds holding MSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Proactive Wealth Strategies's MSFT Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Microsoft (MSFT) stake by 3.5% in Q3 2026, buying an estimated $420K and bringing the position to 26,692 shares worth $13.7M. The position accounts for 2.11% of the portfolio, ranked #7.

Proactive Wealth Strategies first reported a position in MSFT in Q3 2024 and has held it in 9 quarters since. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Proactive Wealth Strategies held 26,692 shares of Microsoft worth $13.7M as of Q3 2026.
  • Proactive Wealth Strategies bought 909 Microsoft shares in Q3 2026, an estimated $420K.
  • Microsoft made up 2.11% of Proactive Wealth Strategies's portfolio in Q3 2026, its #7 holding.
  • Proactive Wealth Strategies first reported a position in Microsoft in Q3 2024 and has held it in 9 quarters since.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.