21 West Wealth Management’s Microsoft MSFT Stock Holding History

21 West Wealth 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	$1.38M	Sell	2,699 -87	-3%	-$40.2K	1.2%	29
2026 Q2	$1.04M	Buy	2,786 +5	+0.2%	+$2.02K	0.89%	34
2026 Q1	$1.03M	Sell	2,781 -27	-1%	-$11.3K	0.96%	33
2025 Q4	$1.36M	Sell	2,808 -35	-1%	-$17.5K	1.24%	29
2025 Q3	$1.47M	Sell	2,843 -91	-3%	-$46.4K	1.4%	28
2025 Q2	$1.46M	Buy	+2,934	New	+$1.27M	1.47%	28

Other funds holding MSFT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

21 West Wealth Management's MSFT Position: Q3 2026 in Review

21 West Wealth Management reduced its Microsoft (MSFT) stake by 3.1% in Q3 2026, selling an estimated $40.2K and leaving 2,699 shares worth $1.38M. The position accounts for 1.2% of the portfolio, ranked #29.

21 West Wealth Management first reported a position in MSFT in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.47M in Q3 2025. 3,917 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

21 West Wealth Management held 2,699 shares of Microsoft worth $1.38M as of Q3 2026.
21 West Wealth Management sold 87 Microsoft shares in Q3 2026, an estimated $40.2K.
Microsoft made up 1.2% of 21 West Wealth Management's portfolio in Q3 2026, its #29 holding.
21 West Wealth Management first reported a position in Microsoft in Q2 2025 and has held it in 6 quarters since.
21 West Wealth Management's Microsoft position peaked at $1.47M in Q3 2025.
3,917 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on 21 West Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.