Midwest Capital Advisors
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Midwest Capital Advisors’s Microsoft MSFT Stock Holding History

Midwest Capital 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 		$364K Buy
710
+74
+12% +$34.2K 0.13% 46
2026
Q2 		$237K Buy
636
+214
+51% +$86.6K 0.1% 56
2026
Q1 		$156K Buy
422
+60
+17% +$25.1K 0.07% 59
2025
Q4 		$175K Buy
362
+13
+4% +$6.52K 0.08% 56
2025
Q3 		$181K Buy
349
+4
+1% +$2.04K 0.09% 53
2025
Q2 		$172K Hold
345
– – 0.09% 54
2025
Q1 		$129K Buy
345
+1
+0.3% +$408 0.08% 60
2024
Q4 		$145K Buy
+344
New +$147K 0.11% 60

Other funds holding MSFT

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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Midwest Capital Advisors's MSFT Position: Q3 2026 in Review

Midwest Capital Advisors increased its Microsoft (MSFT) stake by 12% in Q3 2026, buying an estimated $34.2K and bringing the position to 710 shares worth $364K. The position accounts for 0.13% of the portfolio, ranked #46.

Midwest Capital Advisors first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 4,464 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Midwest Capital Advisors held 710 shares of Microsoft worth $364K as of Q3 2026.
  • Midwest Capital Advisors bought 74 Microsoft shares in Q3 2026, an estimated $34.2K.
  • Microsoft made up 0.13% of Midwest Capital Advisors's portfolio in Q3 2026, its #46 holding.
  • Midwest Capital Advisors first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 4,464 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Midwest Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.