Unified Investment Management’s Microsoft MSFT Stock Holding History

Unified Investment Management’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	$2.51M	Buy	4,892 +54	+1%	+$25K	2.2%	3
2026 Q2	$1.8M	Buy	4,838 +195	+4%	+$78.9K	1.66%	14
2026 Q1	$1.72M	Buy	4,643 +136	+3%	+$56.9K	1.76%	11
2025 Q4	$2.18M	Hold	4,507	–	–	2.18%	4
2025 Q3	$2.33M	Sell	4,507 -30	-0.7%	-$15.3K	2.33%	4
2025 Q2	$2.26M	Buy	4,537 +5	+0.1%	+$2.17K	2.42%	2
2025 Q1	$1.7M	Sell	4,532 -754	-14%	-$307K	2.01%	7
2024 Q4	$2.23M	Buy	+5,286	New	+$2.25M	2.53%	4

Other funds holding MSFT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Unified Investment Management's MSFT Position: Q3 2026 in Review

Unified Investment Management increased its Microsoft (MSFT) stake by 1.1% in Q3 2026, buying an estimated $25K and bringing the position to 4,892 shares worth $2.51M. The position accounts for 2.2% of the portfolio, ranked #3.

Unified Investment Management first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 808 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Unified Investment Management held 4,892 shares of Microsoft worth $2.51M as of Q3 2026.
Unified Investment Management bought 54 Microsoft shares in Q3 2026, an estimated $25K.
Microsoft made up 2.2% of Unified Investment Management's portfolio in Q3 2026, its #3 holding.
Unified Investment Management first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
808 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Unified Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.