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Northwest Financial Advisors’s Microsoft MSFT Stock Holding History

Northwest Financial 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 		$425K Buy
1,139
+28
+3% +$11.3K 0.06% 52
2026
Q1 		$411K Buy
1,111
+35
+3% +$14.6K 0.79% 38
2025
Q4 		$521K Sell
1,076
-1,259
-54% -$631K 1.07% 26
2025
Q3 		$1.21M Sell
2,335
-5
-0.2% -$2.55K 1.55% 16
2025
Q2 		$1.16M Sell
2,340
-14,930
-86% -$6.48M 1.62% 16
2025
Q1 		$6.48M Buy
17,270
+58
+0.3% +$23.6K 5.38% 2
2024
Q4 		$7.25M Sell
17,212
-238
-1% -$101K 5.99% 2
2024
Q3 		$7.51M Sell
17,450
-312
-2% -$133K 5.98% 2
2024
Q2 		$7.94M Sell
17,762
-32
-0.2% -$13.5K 8.07% 2
2024
Q1 		$7.49M Sell
17,794
-245
-1% -$99.2K 8.22% 2
2023
Q4 		$6.78M Buy
+18,039
New +$6.42M 5.76% 3

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northwest Financial Advisors's MSFT Position: Q2 2026 in Review

Northwest Financial Advisors increased its Microsoft (MSFT) stake by 2.5% in Q2 2026, buying an estimated $11.3K and bringing the position to 1,139 shares worth $425K. The position accounts for 0.06% of the portfolio, ranked #52.

Northwest Financial Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.94M in Q2 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Northwest Financial Advisors held 1,139 shares of Microsoft worth $425K as of Q2 2026.
  • Northwest Financial Advisors bought 28 Microsoft shares in Q2 2026, an estimated $11.3K.
  • Microsoft made up 0.06% of Northwest Financial Advisors's portfolio in Q2 2026, its #52 holding.
  • Northwest Financial Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Northwest Financial Advisors's Microsoft position peaked at $7.94M in Q2 2024.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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