Simplicity Wealth,LLC 13F: Adds $3.9M to Microsoft (MSFT) Stake

Simplicity Wealth increased its stake in Microsoft Corporation MSFT by 7,515 shares during the quarter, according to a Form 13F filing on October 23, 2026. The purchase lifted the firm's holdings by 8.8% to a total of 93,276 shares. The reported value of the position stood at approximately $47.8 million at the time of the disclosure.

MSFT Microsoft Corporation

$524.51 ▲ +11.61% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Simplicity Wealth's Microsoft Position

Prior to the filing, Simplicity Wealth owned 85,761 shares of the software giant. The addition of 7,515 shares brings its total investment up to 93,276 shares.

Other Institutional Activity in Microsoft

Other institutional investors also adjusted their positions in Microsoft Corporation MSFT around the same period. NTV Asset Management grew its holdings by 2,634 shares, ending with 57,407 shares worth about $29.4 million. Campbell Newman Asset Management added 9,734 shares, bringing its stake to 143,438 shares valued at roughly $73.6 million. Perigon Wealth Management reduced its holdings by 18,754 shares, finishing with 169,411 shares worth about $86.9 million. RMR Wealth Builders grew its stake by 2,801 shares to 60,271 shares valued at roughly $30.9 million. Meanwhile, Sepio Capital trimmed its position by 9,982 shares, ending with 49,305 shares worth about $25.3 million.

Microsoft Corporation Stock Down 1.6%

Microsoft Corporation MSFT shares closed at $524.51 on October 23, 2026, and recently traded around $524.52. The stock trades above its 50-day moving average of $507.88 and well above its 200-day moving average of $436.31. Over the past 52 weeks, the shares have ranged from a low of $349.20 to a high of $553.72.

Recent Earnings

Microsoft Corporation MSFT reported trailing twelve month revenue of $331.8 billion and earnings of $17.95 per share. The company posted a net profit margin of 40.3% and a return on equity of 34.0%. The technology giant's next quarterly earnings report is scheduled for October 28, 2026.

Dividend

Microsoft Corporation MSFT pays an annual dividend of $3.92 per share, giving it a dividend yield of 0.75%. The company's dividend payout ratio stands at 19.8%.

Insider Buying and Selling at Microsoft Corporation

Company insiders completed several stock transactions ahead of the filing. Officer Judson Althoff sold 10,000 shares on August 5, 2026, at an average price of $487.89, totaling about $4.9 million. CEO Satya Nadella disposed of 86,525 shares on September 1, 2026, valued at roughly $43.4 million. CFO Amy E. Hood sold 41,674 shares on September 14, 2026, worth about $20.8 million, and later sold another 7,305 shares on October 13, 2026, valued at approximately $4.0 million.

Analysts Set New Price Targets

Wall Street firms updated their views on Microsoft Corporation MSFT ahead of the filing. UBS maintained its Buy rating while raising its price target to $675.00 from $525.00 on October 15, 2026. StoneX kept a Buy rating and lifted its target to $600.00 from $525.00 on October 16, 2026. Bernstein maintained an Outperform rating with a target of $662.00 on October 19, 2026. BMO Capital kept an Outperform rating and raised its target to $600.00 on October 20, 2026, while Guggenheim reiterated a Buy rating with a $586.00 target on October 21, 2026. Overall, the stock holds a consensus Strong Buy rating across 53 analyst opinions, with a mean price target of $601.73.

About Microsoft

Headquartered in Redmond, Washington, Microsoft Corporation builds technology solutions for individuals and businesses worldwide. Its offerings include operating systems, business applications, development tools, gaming consoles, and cloud-based infrastructure. Institutional interest remains strong as the company prepares for its upcoming earnings release.

Bottom Line

Simplicity Wealth's decision to grow its stake reflects ongoing institutional positioning in Microsoft Corporation MSFT. Investors will look to the upcoming earnings report on October 28, 2026, for further updates on the company's financial trajectory.