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CWC Advisors’s Microsoft MSFT Stock Holding History

CWC Advisors’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 		$6M Buy
11,690
+4,033
+53% +$1.87M 2.79% 4
2026
Q2 		$2.86M Sell
7,657
-69
-0.9% -$27.9K 1.27% 25
2026
Q1 		$2.86M Buy
7,726
+2
+0% +$837 1.36% 24
2025
Q4 		$3.74M Buy
7,724
+9
+0.1% +$4.51K 1.8% 18
2025
Q3 		$4M Buy
7,715
+1,037
+16% +$529K 1.96% 17
2025
Q2 		$3.32M Buy
6,678
+201
+3% +$87.3K 1.72% 21
2025
Q1 		$2.43M Buy
6,477
+2,626
+68% +$1.07M 1.38% 22
2024
Q4 		$1.62M Sell
3,851
-16
-0.4% -$6.82K 1.62% 14
2024
Q3 		$1.66M Buy
+3,867
New +$1.65M 1.64% 15

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

CWC Advisors's MSFT Position: Q3 2026 in Review

CWC Advisors increased its Microsoft (MSFT) stake by 53% in Q3 2026, buying an estimated $1.87M and bringing the position to 11,690 shares worth $6M. The position accounts for 2.79% of the portfolio, ranked #4.

CWC Advisors first reported a position in MSFT in Q3 2024 and has held it in 9 quarters since. 1,601 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • CWC Advisors held 11,690 shares of Microsoft worth $6M as of Q3 2026.
  • CWC Advisors bought 4,033 Microsoft shares in Q3 2026, an estimated $1.87M.
  • Microsoft made up 2.79% of CWC Advisors's portfolio in Q3 2026, its #4 holding.
  • CWC Advisors first reported a position in Microsoft in Q3 2024 and has held it in 9 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.