CWS Financial Advisors
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CWS Financial Advisors’s Microsoft MSFT Stock Holding History

CWS Financial 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 		$9.35M Sell
18,223
-101
-0.6% -$46.7K 2.06% 13
2026
Q2 		$6.84M Buy
18,324
+121
+0.7% +$49K 1.52% 13
2026
Q1 		$6.74M Buy
18,203
+187
+1% +$78.2K 1.73% 12
2025
Q4 		$8.71M Sell
18,016
-5
-0% -$2.51K 2.37% 11
2025
Q3 		$9.33M Buy
18,021
+73
+0.4% +$37.2K 2.59% 11
2025
Q2 		$8.93M Sell
17,948
-1,103
-6% -$479K 2.6% 10
2025
Q1 		$7.15M Buy
19,051
+1,524
+9% +$621K 2.26% 11
2024
Q4 		$7.39M Buy
17,527
+516
+3% +$220K 2.39% 11
2024
Q3 		$7.32M Sell
17,011
-5
-0% -$2.14K 2.59% 9
2024
Q2 		$7.61M Buy
17,016
+518
+3% +$219K 2.99% 7
2024
Q1 		$6.94M Sell
16,498
-3,033
-16% -$1.23M 2.84% 7
2023
Q4 		$7.34M Sell
19,531
-2,110
-10% -$751K 2.76% 6
2023
Q3 		$6.83M Buy
21,641
+123
+0.6% +$40.6K 2.74% 6
2023
Q2 		$7.33M Sell
21,518
-243
-1% -$76.2K 2.78% 7
2023
Q1 		$6.27M Sell
21,761
-1,625
-7% -$415K 2.5% 7
2022
Q4 		$5.51M Buy
23,386
+1,913
+9% +$459K 2.38% 6
2022
Q3 		$5M Sell
21,473
-69
-0.3% -$18.2K 2.39% 6
2022
Q2 		$5.53M Sell
21,542
-5,317
-20% -$1.44M 2.53% 6
2022
Q1 		$8.28M Buy
26,859
+28
+0.1% +$8.42K 3.13% 6
2021
Q4 		$9.02M Buy
+26,831
New +$8.7M 3.18% 6
2021
Q2 		$6.42M Buy
23,684
+298
+1% +$75.7K 2.56% 6
2021
Q1 		$5.51M Buy
23,386
+159
+0.7% +$36.9K 2.38% 6
2020
Q4 		$5.17M Sell
23,227
-474
-2% -$102K 3% 3
2020
Q3 		$4.98M Sell
23,701
-1,532
-6% -$322K 3.32% 3
2020
Q2 		$5.14M Buy
25,233
+5,664
+29% +$1.03M 3.7% 3
2020
Q1 		$3.09M Sell
19,569
-305
-2% -$50.2K 2.28% 3
2019
Q4 		$3.13M Buy
+19,874
New +$2.92M 2.29% 3

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

CWS Financial Advisors's MSFT Position: Q3 2026 in Review

CWS Financial Advisors reduced its Microsoft (MSFT) stake by 0.55% in Q3 2026, selling an estimated $46.7K and leaving 18,223 shares worth $9.35M. The position accounts for 2.06% of the portfolio, ranked #13.

CWS Financial Advisors first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. 2,405 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • CWS Financial Advisors held 18,223 shares of Microsoft worth $9.35M as of Q3 2026.
  • CWS Financial Advisors sold 101 Microsoft shares in Q3 2026, an estimated $46.7K.
  • Microsoft made up 2.06% of CWS Financial Advisors's portfolio in Q3 2026, its #13 holding.
  • CWS Financial Advisors first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • 2,405 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on CWS Financial Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.