United Southern Bank - Trust Department’s Microsoft MSFT Stock Holding History

United Southern Bank - Trust Department’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	$5.35M	Buy	+10,429	New	+$4.82M	3.86%	1

Other funds holding MSFT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

United Southern Bank - Trust Department's MSFT Position: Q3 2026 in Review

United Southern Bank - Trust Department opened a new position in Microsoft (MSFT) in Q3 2026: 10,429 shares worth $5.35M. The stake represents 3.86% of the portfolio and ranks #1 among its holdings.

5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

United Southern Bank - Trust Department held 10,429 shares of Microsoft worth $5.35M as of Q3 2026.
Microsoft was a new United Southern Bank - Trust Department position in Q3 2026.
Microsoft made up 3.86% of United Southern Bank - Trust Department's portfolio in Q3 2026, its #1 holding.
5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on United Southern Bank - Trust Department's 13F filing for Q3 2026, filed 13 Nov 2026.