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

Unify 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 		$1.6M Sell
3,117
-302
-9% -$140K 1.47% 17
2026
Q2 		$1.28M Buy
3,419
+77
+2% +$31.2K 1.18% 22
2026
Q1 		$1.24M Buy
3,342
+260
+8% +$109K 1.28% 20
2025
Q4 		$1.49M Buy
+3,082
New +$1.54M 1.55% 19

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

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

Unify Financial Advisors reduced its Microsoft (MSFT) stake by 8.8% in Q3 2026, selling an estimated $140K and leaving 3,117 shares worth $1.6M. The position accounts for 1.47% of the portfolio, ranked #17.

Unify Financial Advisors first reported a position in MSFT in Q4 2025 and has held it in 4 quarters since. 4,141 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Unify Financial Advisors held 3,117 shares of Microsoft worth $1.6M as of Q3 2026.
  • Unify Financial Advisors sold 302 Microsoft shares in Q3 2026, an estimated $140K.
  • Microsoft made up 1.47% of Unify Financial Advisors's portfolio in Q3 2026, its #17 holding.
  • Unify Financial Advisors first reported a position in Microsoft in Q4 2025 and has held it in 4 quarters since.
  • 4,141 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Unify Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.