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KWB Wealth’s Microsoft MSFT Stock Holding History

KWB Wealth’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 		$4.22M Buy
11,315
+329
+3% +$133K 0.36% 51
2026
Q1 		$5.31M Sell
10,986
-355
-3% -$149K 0.53% 43
2025
Q4 		$5.48M Sell
11,341
-497
-4% -$249K 0.52% 43
2025
Q3 		$5.89M Sell
11,838
-203
-2% -$104K 0.65% 36
2025
Q2 		$4.52M Sell
12,041
-197
-2% -$85.6K 0.55% 37
2025
Q1 		$5.16M Buy
12,238
+361
+3% +$147K 0.62% 31
2024
Q4 		$5.11M Buy
11,877
+732
+7% +$312K 0.63% 29
2024
Q3 		$4.98M Sell
11,145
-817
-7% -$349K 0.65% 28
2024
Q2 		$5.03M Sell
11,962
-62
-0.5% -$26.2K 0.69% 26
2024
Q1 		$5.06M Sell
12,024
-610
-5% -$247K 0.68% 26
2023
Q4 		$4.75M Sell
12,634
-114
-0.9% -$40.6K 0.69% 25
2023
Q3 		$4.34M Sell
12,748
-279
-2% -$92.2K 0.7% 24
2023
Q2 		$4.44M Buy
13,027
+1,252
+11% +$392K 0.7% 24
2023
Q1 		$2.82M Buy
11,775
+5,553
+89% +$1.42M 0.52% 26
2022
Q4 		$1.49M Sell
6,222
-5,519
-47% -$1.32M 0.28% 39
2022
Q3 		$2.73M Buy
11,741
+117
+1% +$30.9K 0.55% 24
2022
Q2 		$2.98M Buy
11,624
+806
+7% +$219K 0.57% 27
2022
Q1 		$3.64M Hold
10,818
– – 0.61% 23
2021
Q4 		$3.64M Buy
10,818
+74
+0.7% +$24K 0.6% 23
2021
Q3 		$3.03M Buy
10,744
+431
+4% +$125K 0.54% 24
2021
Q2 		$2.43M Hold
10,313
– – 0.47% 29
2021
Q1 		$2.43M Buy
10,313
+394
+4% +$91.4K 0.46% 29
2020
Q4 		$2.21M Buy
+9,919
New +$2.13M 0.46% 30

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

KWB Wealth's MSFT Position: Q2 2026 in Review

KWB Wealth increased its Microsoft (MSFT) stake by 3% in Q2 2026, buying an estimated $133K and bringing the position to 11,315 shares worth $4.22M. The position accounts for 0.36% of the portfolio, ranked #51.

KWB Wealth first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.89M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • KWB Wealth held 11,315 shares of Microsoft worth $4.22M as of Q2 2026.
  • KWB Wealth bought 329 Microsoft shares in Q2 2026, an estimated $133K.
  • Microsoft made up 0.36% of KWB Wealth's portfolio in Q2 2026, its #51 holding.
  • KWB Wealth first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • KWB Wealth's Microsoft position peaked at $5.89M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.