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PFW Advisors’s Microsoft MSFT Stock Holding History

PFW 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 		$3.61M Buy
9,690
+1,054
+12% +$426K 1.05% 17
2026
Q1 		$3.2M Sell
8,636
-987
-10% -$413K 1.01% 18
2025
Q4 		$4.65M Buy
9,623
+676
+8% +$339K 1.41% 17
2025
Q3 		$4.63M Buy
8,947
+243
+3% +$124K 1.37% 18
2025
Q2 		$4.33M Sell
8,704
-1,136
-12% -$493K 1.33% 17
2025
Q1 		$3.69M Sell
9,840
-136
-1% -$55.4K 1.16% 18
2024
Q4 		$4.2M Buy
+9,976
New +$4.25M 1.29% 17
2024
Q2 		$4.47M Sell
10,007
-1,048
-9% -$443K 1.42% 17
2024
Q1 		$4.65M Buy
11,055
+240
+2% +$97.2K 1.42% 16
2023
Q4 		$4.07M Buy
10,815
+503
+5% +$179K 1.3% 17
2023
Q3 		$3.26M Buy
10,312
+100
+1% +$33K 1.15% 17
2023
Q2 		$3.28M Buy
+10,212
New +$3.2M 1.09% 17
2019
Q3 		$4.23M Buy
+9,834
New +$1.35M 1.28% 17

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

PFW Advisors's MSFT Position: Q2 2026 in Review

PFW Advisors increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $426K and bringing the position to 9,690 shares worth $3.61M. The position accounts for 1.05% of the portfolio, ranked #17.

PFW Advisors first reported a position in MSFT in Q3 2019 and has held it in 13 quarters since. The position peaked at $4.65M in Q4 2025. 1,291 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • PFW Advisors held 9,690 shares of Microsoft worth $3.61M as of Q2 2026.
  • PFW Advisors bought 1,054 Microsoft shares in Q2 2026, an estimated $426K.
  • Microsoft made up 1.05% of PFW Advisors's portfolio in Q2 2026, its #17 holding.
  • PFW Advisors first reported a position in Microsoft in Q3 2019 and has held it in 13 quarters since.
  • PFW Advisors's Microsoft position peaked at $4.65M in Q4 2025.
  • 1,291 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.