Register Financial Advisors
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Register Financial Advisors’s Microsoft MSFT Stock Holding History

Register Financial Advisors’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 		$7.07M Buy
13,789
+68
+0.5% +$31.4K 2.21% 6
2026
Q2 		$5.12M Buy
13,721
+62
+0.5% +$25.1K 1.57% 8
2026
Q1 		$5.06M Buy
13,659
+257
+2% +$108K 1.87% 7
2025
Q4 		$6.48M Sell
13,402
-143
-1% -$71.7K 2.52% 5
2025
Q3 		$7.02M Sell
13,545
-113
-0.8% -$57.6K 2.76% 6
2025
Q2 		$6.79M Buy
13,658
+1,442
+12% +$626K 2.97% 4
2025
Q1 		$4.59M Buy
12,216
+133
+1% +$54.2K 2.39% 6
2024
Q4 		$5.09M Sell
12,083
-2
-0% -$852 2.56% 6
2024
Q3 		$5.2M Sell
12,085
-529
-4% -$226K 2.67% 4
2024
Q2 		$5.64M Buy
12,614
+356
+3% +$150K 2.85% 4
2024
Q1 		$5.16M Buy
12,258
+2,388
+24% +$967K 2.68% 4
2023
Q4 		$3.71M Buy
9,870
+708
+8% +$252K 2.48% 6
2023
Q3 		$2.89M Buy
9,162
+432
+5% +$143K 2.12% 6
2023
Q2 		$2.97M Sell
8,730
-1,196
-12% -$375K 2.12% 5
2023
Q1 		$2.86M Buy
9,926
+866
+10% +$221K 2.25% 6
2022
Q4 		$2.17M Buy
+9,060
New +$2.17M 1.39% 11

Other funds holding MSFT

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
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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Register Financial Advisors's MSFT Position: Q3 2026 in Review

Register Financial Advisors increased its Microsoft (MSFT) stake by 0.5% in Q3 2026, buying an estimated $31.4K and bringing the position to 13,789 shares worth $7.07M. The position accounts for 2.21% of the portfolio, ranked #6.

Register Financial Advisors first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. 4,167 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Register Financial Advisors held 13,789 shares of Microsoft worth $7.07M as of Q3 2026.
  • Register Financial Advisors bought 68 Microsoft shares in Q3 2026, an estimated $31.4K.
  • Microsoft made up 2.21% of Register Financial Advisors's portfolio in Q3 2026, its #6 holding.
  • Register Financial Advisors first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • 4,167 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Register Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.