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Redmond Today
By the People, for the People
Microsoft Shares Rise as Physician Wealth Advisors Increases Stake
Institutional investor adds over 1,400 shares of software giant to portfolio
Published on Mar. 4, 2026
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Physician Wealth Advisors Inc., an institutional investor, increased its stake in Microsoft Corporation (NASDAQ:MSFT) by 8.7% in the third quarter, according to a recent SEC filing. The firm now owns 17,863 shares of the software giant's stock, valued at $9.25 million.
Why it matters
Microsoft is one of the most widely held and influential technology companies, so changes in institutional ownership can provide insights into investor sentiment and market trends around the stock.
The details
Physician Wealth Advisors added 1,436 shares of Microsoft to its portfolio during the third quarter, bringing its total position to 17,863 shares. The firm's holdings in Microsoft now account for 1.3% of its total investment portfolio, making it the 22nd largest holding. Several other major investors, including Norges Bank, Nuveen LLC, and Vanguard Group, have also significantly increased their stakes in Microsoft in recent quarters.
- Physician Wealth Advisors increased its Microsoft holdings in the 3rd quarter of 2026.
The players
Physician Wealth Advisors Inc.
An institutional investment firm that manages a portfolio of stocks, including a sizable position in Microsoft Corporation.
Microsoft Corporation
A global technology company headquartered in Redmond, Washington, known for its Windows operating system, Microsoft 365 productivity suite, and other software and cloud computing services.
The takeaway
The increase in Physician Wealth Advisors' Microsoft stake reflects the continued institutional investor confidence in the software giant's long-term growth prospects, despite recent market volatility.

