Pacific Capital Wealth Advisors’s Microsoft MSFT Stock Holding History

Pacific Capital 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	$1.63M	Buy	4,358 +7	+0.2%	+$2.83K	0.25%	32
2026 Q1	$1.61M	Buy	4,351 +247	+6%	+$103K	0.27%	31
2025 Q4	$1.98M	Sell	4,104 -225	-5%	-$113K	0.34%	26
2025 Q3	$2.24M	Sell	4,329 -187	-4%	-$95.4K	0.39%	23
2025 Q2	$2.25M	Sell	4,516 -1,781	-28%	-$773K	0.41%	24
2025 Q1	$2.36M	Buy	6,297 +2	+0%	+$815	0.41%	27
2024 Q4	$2.65M	Sell	6,295 -78	-1%	-$33.2K	0.44%	25
2024 Q3	$2.74M	Buy	6,373 +143	+2%	+$61.1K	0.46%	27
2024 Q2	$2.78M	Buy	6,230 +1,015	+19%	+$429K	0.51%	23
2024 Q1	$2.19M	Buy	5,215 +33	+0.6%	+$13.4K	0.52%	27
2023 Q4	$1.95M	Sell	5,182 -29	-0.6%	-$10.3K	0.49%	28
2023 Q3	$1.65M	Hold	5,211	–	–	0.46%	32
2023 Q2	$1.77M	Hold	5,211	–	–	0.45%	33
2023 Q1	$1.5M	Sell	5,211 -75	-1%	-$19.1K	0.39%	35
2022 Q4	$1.27M	Sell	5,286 -1,505	-22%	-$361K	0.33%	44
2022 Q3	$1.58M	Buy	6,791 +907	+15%	+$239K	0.43%	39
2022 Q2	$1.51M	Buy	5,884 +484	+9%	+$131K	0.42%	45
2022 Q1	$1.67M	Buy	5,400 +278	+5%	+$83.6K	0.48%	44
2021 Q4	$1.72M	Buy	5,122 +46	+0.9%	+$14.9K	0.5%	45
2021 Q3	$1.43M	Buy	5,076 +79	+2%	+$23K	0.45%	46
2021 Q2	$1.35M	Sell	4,997 -550	-10%	-$140K	0.68%	39
2021 Q1	$1.31M	Sell	5,547 -40	-0.7%	-$9.28K	0.73%	36
2020 Q4	$1.24M	Buy	5,587 +314	+6%	+$67.5K	0.71%	37
2020 Q3	$1.11M	Sell	5,273 -233	-4%	-$48.9K	0.66%	35
2020 Q2	$1.12M	Sell	5,506 -100	-2%	-$18.2K	0.76%	32
2020 Q1	$884K	Sell	5,606 -124	-2%	-$20.4K	0.67%	33
2019 Q4	$904K	Buy	+5,730	New	+$842K	0.6%	35

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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 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

Pacific Capital Wealth Advisors's MSFT Position: Q2 2026 in Review

Pacific Capital Wealth Advisors increased its Microsoft (MSFT) stake by 0.16% in Q2 2026, buying an estimated $2.83K and bringing the position to 4,358 shares worth $1.63M. The position accounts for 0.25% of the portfolio, ranked #32.

Pacific Capital Wealth Advisors first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.78M in Q2 2024. 1,291 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Pacific Capital Wealth Advisors held 4,358 shares of Microsoft worth $1.63M as of Q2 2026.
Pacific Capital Wealth Advisors bought 7 Microsoft shares in Q2 2026, an estimated $2.83K.
Microsoft made up 0.25% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Pacific Capital Wealth Advisors first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
Pacific Capital Wealth Advisors's Microsoft position peaked at $2.78M in Q2 2024.
1,291 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.