Prosperitas Financial
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Prosperitas Financial’s Microsoft MSFT Stock Holding History

Prosperitas Financial’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 		$13.4M Buy
26,099
+1,685
+7% +$779K 4.03% 7
2026
Q2 		$9.11M Buy
24,414
+2,786
+13% +$1.13M 2.92% 14
2026
Q1 		$8.01M Buy
21,628
+502
+2% +$210K 2.98% 14
2025
Q4 		$10.2M Buy
21,126
+641
+3% +$321K 3.97% 10
2025
Q3 		$10.6M Buy
20,485
+945
+5% +$482K 4.4% 8
2025
Q2 		$9.7M Buy
19,540
+861
+5% +$374K 4.57% 8
2025
Q1 		$7.01M Buy
18,679
+257
+1% +$105K 3.63% 11
2024
Q4 		$7.77M Buy
18,422
+4,785
+35% +$2.04M 3.93% 10
2024
Q3 		$5.87M Buy
13,637
+2,714
+25% +$1.16M 3.16% 12
2024
Q2 		$4.88M Sell
10,923
-11
-0.1% -$4.65K 2.98% 12
2024
Q1 		$4.6M Buy
10,934
+868
+9% +$351K 2.95% 11
2023
Q4 		$3.78M Buy
10,066
+957
+11% +$341K 2.79% 11
2023
Q3 		$2.88M Buy
+9,109
New +$3.01M 2.23% 15

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

Prosperitas Financial's MSFT Position: Q3 2026 in Review

Prosperitas Financial increased its Microsoft (MSFT) stake by 6.9% in Q3 2026, buying an estimated $779K and bringing the position to 26,099 shares worth $13.4M. The position accounts for 4.03% of the portfolio, ranked #7.

Prosperitas Financial first reported a position in MSFT in Q3 2023 and has held it in 13 quarters since. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Prosperitas Financial held 26,099 shares of Microsoft worth $13.4M as of Q3 2026.
  • Prosperitas Financial bought 1,685 Microsoft shares in Q3 2026, an estimated $779K.
  • Microsoft made up 4.03% of Prosperitas Financial's portfolio in Q3 2026, its #7 holding.
  • Prosperitas Financial first reported a position in Microsoft in Q3 2023 and has held it in 13 quarters since.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Prosperitas Financial's 13F filing for Q3 2026, filed 28 Oct 2026.