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BSW Wealth Partners’s Microsoft MSFT Stock Holding History

BSW Wealth Partners’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 		$5.66M Sell
15,173
-430
-3% -$174K 0.63% 28
2026
Q1 		$5.78M Buy
15,603
+1,627
+12% +$681K 0.7% 27
2025
Q4 		$6.76M Sell
13,976
-1,543
-10% -$773K 0.81% 26
2025
Q3 		$8.04M Sell
15,519
-335
-2% -$171K 1% 19
2025
Q2 		$7.89M Sell
15,854
-1,938
-11% -$842K 1.08% 18
2025
Q1 		$6.68M Sell
17,792
-2,541
-12% -$1.04M 1.01% 17
2024
Q4 		$8.57M Buy
20,333
+2,110
+12% +$899K 1.26% 15
2024
Q3 		$7.84M Buy
18,223
+832
+5% +$356K 1.18% 16
2024
Q2 		$7.77M Buy
17,391
+365
+2% +$154K 1.28% 16
2024
Q1 		$7.16M Buy
17,026
+146
+0.9% +$59.1K 1.21% 16
2023
Q4 		$6.35M Sell
16,880
-1,226
-7% -$436K 1.26% 15
2023
Q3 		$5.72M Sell
18,106
-4,682
-21% -$1.55M 1.27% 15
2023
Q2 		$7.76M Sell
22,788
-6,444
-22% -$2.02M 1.62% 11
2023
Q1 		$8.43M Buy
29,232
+156
+0.5% +$39.8K 1.73% 11
2022
Q4 		$6.97M Buy
29,076
+2,137
+8% +$513K 1.5% 12
2022
Q3 		$6.27M Buy
26,939
+18,704
+227% +$4.94M 1.54% 12
2022
Q2 		$2.12M Buy
8,235
+15
+0.2% +$4.07K 0.51% 30
2022
Q1 		$2.53M Sell
8,220
-7,476
-48% -$2.25M 0.64% 24
2021
Q4 		$5.28M Buy
15,696
+880
+6% +$285K 1.33% 12
2021
Q3 		$4.18M Buy
14,816
+399
+3% +$116K 1.17% 14
2021
Q2 		$3.91M Buy
14,417
+1,516
+12% +$385K 1.07% 16
2021
Q1 		$3.04M Buy
12,901
+558
+5% +$129K 0.88% 21
2020
Q4 		$2.75M Buy
12,343
+1,213
+11% +$261K 0.84% 22
2020
Q3 		$2.34M Buy
11,130
+202
+2% +$42.4K 0.88% 20
2020
Q2 		$2.22M Buy
10,928
+1,255
+13% +$228K 0.75% 27
2020
Q1 		$1.53M Buy
9,673
+421
+5% +$69.2K 0.63% 28
2019
Q4 		$1.46M Buy
9,252
+618
+7% +$90.8K 0.5% 27
2019
Q3 		$1.2M Buy
8,634
+1,131
+15% +$156K 0.46% 26
2019
Q2 		$1M Buy
7,503
+3,430
+84% +$435K 0.38% 32
2019
Q1 		$480K Sell
4,073
-149
-4% -$16.3K 0.19% 50
2018
Q4 		$429K Buy
4,222
+45
+1% +$4.82K 0.16% 53
2018
Q3 		$478K Buy
4,177
+115
+3% +$12.5K 0.18% 48
2018
Q2 		$401K Buy
4,062
+19
+0.5% +$1.84K 0.17% 50
2018
Q1 		$369K Sell
4,043
-158
-4% -$14.4K 0.17% 52
2017
Q4 		$359K Buy
4,201
+217
+5% +$17.8K 0.15% 56
2017
Q3 		$297K Buy
3,984
+57
+1% +$4.16K 0.13% 61
2017
Q2 		$271K Sell
3,927
-38
-1% -$2.61K 0.12% 64
2017
Q1 		$261K Buy
3,965
+600
+18% +$38.5K 0.13% 62
2016
Q4 		$209K Buy
+3,365
New +$202K 0.11% 70

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

BSW Wealth Partners's MSFT Position: Q2 2026 in Review

BSW Wealth Partners reduced its Microsoft (MSFT) stake by 2.8% in Q2 2026, selling an estimated $174K and leaving 15,173 shares worth $5.66M. The position accounts for 0.63% of the portfolio, ranked #28.

BSW Wealth Partners first reported a position in MSFT in Q4 2016 and has held it in 39 quarters since. The position peaked at $8.57M in Q4 2024. 2,605 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • BSW Wealth Partners held 15,173 shares of Microsoft worth $5.66M as of Q2 2026.
  • BSW Wealth Partners sold 430 Microsoft shares in Q2 2026, an estimated $174K.
  • Microsoft made up 0.63% of BSW Wealth Partners's portfolio in Q2 2026, its #28 holding.
  • BSW Wealth Partners first reported a position in Microsoft in Q4 2016 and has held it in 39 quarters since.
  • BSW Wealth Partners's Microsoft position peaked at $8.57M in Q4 2024.
  • 2,605 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.