Key Client Fiduciary Advisors
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Key Client Fiduciary Advisors’s Microsoft MSFT Stock Holding History

Key Client Fiduciary 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 		$8.87M Buy
17,302
+101
+0.6% +$46.7K 2.48% 10
2026
Q2 		$6.42M Sell
17,201
-79
-0.5% -$32K 1.85% 14
2026
Q1 		$6.4M Buy
17,280
+1,023
+6% +$428K 2.17% 11
2025
Q4 		$7.86M Sell
16,257
-526
-3% -$264K 2.68% 7
2025
Q3 		$8.69M Sell
16,783
-130
-0.8% -$66.3K 2.88% 5
2025
Q2 		$8.41M Sell
16,913
-24
-0.1% -$10.4K 3.4% 4
2025
Q1 		$6.36M Sell
16,937
-6,912
-29% -$2.82M 2.89% 5
2024
Q4 		$10.1M Sell
23,849
-124
-0.5% -$52.8K 4.43% 3
2024
Q3 		$10.3M Buy
23,973
+254
+1% +$109K 4.62% 3
2024
Q2 		$10.6M Sell
23,719
-38
-0.2% -$16K 5.27% 3
2024
Q1 		$10M Sell
23,757
-137
-0.6% -$55.5K 5.3% 1
2023
Q4 		$8.98M Sell
23,894
-1,204
-5% -$429K 5.21% 3
2023
Q3 		$7.92M Buy
25,098
+1,132
+5% +$374K 4.86% 2
2023
Q2 		$8.16M Sell
23,966
-2
-0% -$627 4.75% 3
2023
Q1 		$6.91M Sell
23,968
-22
-0.1% -$5.61K 4.31% 3
2022
Q4 		$5.75M Buy
23,990
+7,075
+42% +$1.7M 3.88% 5
2022
Q3 		$3.94M Buy
16,915
+791
+5% +$209K 3.56% 9
2022
Q2 		$4.14M Buy
16,124
+415
+3% +$113K 4.03% 7
2022
Q1 		$4.84M Buy
15,709
+5,374
+52% +$1.62M 3.83% 6
2021
Q4 		$3.48M Buy
+10,335
New +$3.35M 2.87% 7

Other funds holding MSFT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Key Client Fiduciary Advisors's MSFT Position: Q3 2026 in Review

Key Client Fiduciary Advisors increased its Microsoft (MSFT) stake by 0.59% in Q3 2026, buying an estimated $46.7K and bringing the position to 17,302 shares worth $8.87M. The position accounts for 2.48% of the portfolio, ranked #10.

Key Client Fiduciary Advisors first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. The position peaked at $10.6M in Q2 2024. 4,488 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Key Client Fiduciary Advisors held 17,302 shares of Microsoft worth $8.87M as of Q3 2026.
  • Key Client Fiduciary Advisors bought 101 Microsoft shares in Q3 2026, an estimated $46.7K.
  • Microsoft made up 2.48% of Key Client Fiduciary Advisors's portfolio in Q3 2026, its #10 holding.
  • Key Client Fiduciary Advisors first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • Key Client Fiduciary Advisors's Microsoft position peaked at $10.6M in Q2 2024.
  • 4,488 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.