Scarborough Advisors’s Microsoft MSFT Stock Holding History

Scarborough 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	–	Sell	-4,911	Closed	-$1.92M	–	89
2026 Q2	$1.92M	Sell	4,911 -17,524	-78%	-$7.09M	0.22%	53
2026 Q1	$8.3M	Buy	+22,435	New	+$9.39M	0.91%	35
2025 Q2	–	Sell	-22,478	Closed	-$8.44M	–	486
2025 Q1	$8.44M	Buy	22,478 +19,509	+657%	+$7.95M	1.2%	28
2024 Q4	$1.25M	Sell	2,969 -19,602	-87%	-$8.35M	0.18%	63
2024 Q3	$9.7M	Buy	+22,571	New	+$9.6M	1.57%	19
2024 Q1	–	Sell	-22,290	Closed	-$8.38M	–	598
2023 Q4	$8.38M	Buy	22,290 +168	+0.8%	+$59.8K	1.73%	17
2023 Q3	$6.99M	Buy	22,122 +185	+0.8%	+$61.1K	1.7%	18
2023 Q2	$7.47M	Buy	21,937 +269	+1%	+$84.3K	1.79%	18
2023 Q1	$6.25M	Buy	+21,668	New	+$5.53M	1.57%	22
2022 Q4	–	Sell	-21,520	Closed	-$5.01M	–	59
2022 Q3	$5.01M	Buy	21,520 +1	+0%	+$264	1.56%	20
2022 Q2	$5.53M	Buy	21,519 +105	+0.5%	+$28.5K	1.88%	17
2022 Q1	$6.6M	Sell	21,414 -330	-2%	-$99.3K	2.11%	16
2021 Q4	$7.31M	Buy	+21,744	New	+$7.05M	2.51%	14

Other funds holding MSFT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Scarborough Advisors's MSFT Position: Q3 2026 in Review

Scarborough Advisors sold out of Microsoft (MSFT) in Q3 2026, closing a stake of 4,911 shares — an estimated $1.92M sold.

Scarborough Advisors first reported a position in MSFT in Q4 2021 and held it in 13 quarters. The position peaked at $9.7M in Q3 2024. 4,483 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Scarborough Advisors reported no remaining Microsoft position as of Q3 2026 after selling out during the quarter.
Scarborough Advisors sold 4,911 Microsoft shares in Q3 2026, an estimated $1.92M.
Scarborough Advisors first reported a position in Microsoft in Q4 2021 and held it in 13 quarters.
Scarborough Advisors's Microsoft position peaked at $9.7M in Q3 2024.
4,483 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Scarborough Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.