SEC 13F Intelligence

Pathway Financial Advisers, LLC / MSFT

Pathway Financial Advisers, LLC’s Microsoft Corp Position

Does Pathway Financial Advisers, LLC own Microsoft Corp (MSFT)? Yes — 12.8K shares worth $5M (+1.34% of its 13F portfolio) as of Q1 2026, up from 11.0K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
12.8K
% of Portfolio
+1.34%
Quarters Held
9
currently held

Position History MSFT

Reported value by quarter
Q1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $4MQ1 ’25Q2 ’25: $5MQ3 ’25: $6MQ3 ’25Q4 ’25: $5MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.8K$5M+1.34%
Q4 202511.0K$5M+1.54%
Q3 202510.9K$6M+1.63%
Q2 202510.2K$5M+1.65%
Q1 20259.8K$4M+1.26%
Q4 20249.5K$4M+1.34%
Q3 20249.3K$4M+1.81%
Q2 20249.3K$4M+1.47%
Q1 20249.2K$4M+1.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Pathway Financial Advisers, LLC’s full portfolio or all institutional holders of MSFT.