TWA
MSFT icon

TCI Wealth Advisors’s Microsoft MSFT Stock Holding History

TCI 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
2021
Q2 		– Sell
-10,000
Closed -$2.36M – 2402
2021
Q1 		$2.36M Buy
10,000
+2,500
+33% +$580K 1% 20
2020
Q4 		$1.67M Buy
+7,500
New +$1.61M 0.75% 28
2020
Q2 		– Sell
-2,500
Closed -$394K – 1597
2020
Q1 		$394K Buy
+2,500
New +$411K 0.19% 89

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

TCI Wealth Advisors's MSFT Position: Q2 2026 in Review

TCI Wealth Advisors increased its Microsoft (MSFT) stake by 6.1% in Q2 2026, buying an estimated $757K and bringing the position to 32,359 shares worth $12.1M. The position accounts for 0.52% of the portfolio, ranked #26.

TCI Wealth Advisors first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $19.6M in Q2 2021. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • TCI Wealth Advisors held 32,359 shares of Microsoft worth $12.1M as of Q2 2026.
  • TCI Wealth Advisors bought 1,872 Microsoft shares in Q2 2026, an estimated $757K.
  • Microsoft made up 0.52% of TCI Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • TCI Wealth Advisors first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
  • TCI Wealth Advisors's Microsoft position peaked at $19.6M in Q2 2021.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.