UHLMANN PRICE SECURITIES
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UHLMANN PRICE SECURITIES’s Microsoft MSFT Stock Holding History

UHLMANN PRICE SECURITIES’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 		$6.76M Buy
13,186
+2,833
+27% +$1.31M 0.36% 6
2026
Q2 		$3.86M Buy
10,353
+252
+2% +$102K 0.14% 14
2026
Q1 		$3.76M Buy
10,101
+7,082
+235% +$2.96M 0.25% 13
2025
Q4 		$1.46M Hold
3,019
– – 0.87% 26
2025
Q3 		$1.56M Sell
3,019
-2,605
-46% -$1.33M 0.96% 21
2025
Q2 		$2.8M Buy
5,624
+2,506
+80% +$1.09M 2% 7
2025
Q1 		$1.17M Sell
3,118
-100
-3% -$40.8K 0.86% 28
2024
Q4 		$1.36M Buy
3,218
+150
+5% +$63.9K 1.02% 19
2024
Q3 		$1.32M Buy
+3,068
New +$1.31M 1.05% 18

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

UHLMANN PRICE SECURITIES's MSFT Position: Q3 2026 in Review

UHLMANN PRICE SECURITIES increased its Microsoft (MSFT) stake by 27% in Q3 2026, buying an estimated $1.31M and bringing the position to 13,186 shares worth $6.76M. The position accounts for 0.36% of the portfolio, ranked #6.

UHLMANN PRICE SECURITIES 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.

  • UHLMANN PRICE SECURITIES held 13,186 shares of Microsoft worth $6.76M as of Q3 2026.
  • UHLMANN PRICE SECURITIES bought 2,833 Microsoft shares in Q3 2026, an estimated $1.31M.
  • Microsoft made up 0.36% of UHLMANN PRICE SECURITIES's portfolio in Q3 2026, its #6 holding.
  • UHLMANN PRICE SECURITIES 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 UHLMANN PRICE SECURITIES's 13F filing for Q3 2026, filed 3 Nov 2026.