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Kingswood Wealth Advisors’s Microsoft MSFT Stock Holding History

Kingswood Wealth 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 		$35.8M Sell
96,066
-290
-0.3% -$117K 1.44% 8
2026
Q1 		$35.7M Buy
96,356
+3,181
+3% +$1.33M 1.69% 6
2025
Q4 		$45.1M Buy
93,175
+22,183
+31% +$11.1M 2.18% 5
2025
Q3 		$36.8M Buy
70,992
+11,797
+20% +$6.02M 2.22% 4
2025
Q2 		$29.4M Sell
59,195
-5,628
-9% -$2.44M 2.33% 4
2025
Q1 		$24.4M Sell
64,823
-7,383
-10% -$3.01M 2.23% 4
2024
Q4 		$30.4M Sell
72,206
-48,774
-40% -$20.8M 2.29% 4
2024
Q3 		$52M Buy
120,980
+14,676
+14% +$6.27M 3.71% 3
2024
Q2 		$47.5M Buy
106,304
+23,312
+28% +$9.85M 4.28% 3
2024
Q1 		$34.9M Sell
82,992
-12,257
-13% -$4.96M 4.03% 2
2023
Q4 		$35.8M Buy
95,249
+63,372
+199% +$22.6M 4.06% 2
2023
Q3 		$27.5M Sell
31,877
-4,238
-12% -$1.4M 4.71% 1
2023
Q2 		$12.3M Buy
+36,115
New +$11.3M 3.92% 2

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Kingswood Wealth Advisors's MSFT Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Microsoft (MSFT) stake by 0.3% in Q2 2026, selling an estimated $117K and leaving 96,066 shares worth $35.8M. The position accounts for 1.44% of the portfolio, ranked #8.

Kingswood Wealth Advisors first reported a position in MSFT in Q2 2023 and has held it in 13 quarters since. The position peaked at $52M in Q3 2024. 4,362 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Kingswood Wealth Advisors held 96,066 shares of Microsoft worth $35.8M as of Q2 2026.
  • Kingswood Wealth Advisors sold 290 Microsoft shares in Q2 2026, an estimated $117K.
  • Microsoft made up 1.44% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Kingswood Wealth Advisors first reported a position in Microsoft in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Microsoft position peaked at $52M in Q3 2024.
  • 4,362 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.