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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
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 		$9.99M 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

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
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
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
Handelsbanken Fonder
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

Key Client Fiduciary Advisors's MSFT Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Microsoft (MSFT) stake by 0.46% in Q2 2026, selling an estimated $32K and leaving 17,201 shares worth $6.42M. The position accounts for 1.85% of the portfolio, ranked #14.

Key Client Fiduciary Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.6M in Q2 2024. 1,756 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Key Client Fiduciary Advisors held 17,201 shares of Microsoft worth $6.42M as of Q2 2026.
  • Key Client Fiduciary Advisors sold 79 Microsoft shares in Q2 2026, an estimated $32K.
  • Microsoft made up 1.85% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #14 holding.
  • Key Client Fiduciary Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Key Client Fiduciary Advisors's Microsoft position peaked at $10.6M in Q2 2024.
  • 1,756 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.