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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

21 West Wealth Management's MSFT Position: Q2 2026 in Review

21 West Wealth Management increased its Microsoft (MSFT) stake by 0.18% in Q2 2026, buying an estimated $2.02K and bringing the position to 2,786 shares worth $1.04M. The position accounts for 0.89% of the portfolio, ranked #34.

21 West Wealth Management first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.47M in Q3 2025. 1,484 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

21 West Wealth Management held 2,786 shares of Microsoft worth $1.04M as of Q2 2026.
21 West Wealth Management bought 5 Microsoft shares in Q2 2026, an estimated $2.02K.
Microsoft made up 0.89% of 21 West Wealth Management's portfolio in Q2 2026, its #34 holding.
21 West Wealth Management first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
21 West Wealth Management's Microsoft position peaked at $1.47M in Q3 2025.
1,484 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.