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TrueWealth Advisors’s Microsoft MSFT Stock Holding History

TrueWealth 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 		$1.95M Sell
5,241
-117
-2% -$47.3K 0.44% 34
2026
Q1 		$1.98M Buy
5,358
+139
+3% +$58.2K 0.5% 34
2025
Q4 		$2.52M Buy
5,219
+4
+0.1% +$2K 0.65% 31
2025
Q3 		$2.7M Sell
5,215
-152
-3% -$77.5K 0.73% 28
2025
Q2 		$2.67M Buy
5,367
+16
+0.3% +$6.95K 0.79% 27
2025
Q1 		$2.01M Sell
5,351
-312
-6% -$127K 0.66% 33
2024
Q4 		$2.39M Sell
5,663
-684
-11% -$291K 0.8% 25
2024
Q3 		$2.73M Sell
6,347
-239
-4% -$102K 0.91% 25
2024
Q2 		$2.94M Sell
6,586
-639
-9% -$270K 1.09% 17
2024
Q1 		$3.04M Buy
7,225
+179
+3% +$72.5K 1.17% 17
2023
Q4 		$2.65M Sell
7,046
-4
-0.1% -$1.42K 1.03% 19
2023
Q3 		$2.23M Buy
7,050
+808
+13% +$267K 0.94% 21
2023
Q2 		$2.13M Sell
6,242
-133
-2% -$41.7K 0.87% 27
2023
Q1 		$1.84M Sell
6,375
-400
-6% -$102K 0.77% 30
2022
Q4 		$1.62M Buy
6,775
+123
+2% +$29.5K 0.71% 29
2022
Q3 		$1.55M Sell
6,652
-4
-0.1% -$1.06K 0.73% 29
2022
Q2 		$1.71M Buy
6,656
+1,113
+20% +$302K 0.79% 31
2022
Q1 		$1.86M Hold
5,543
– – 0.84% 30
2021
Q4 		$1.86M Buy
5,543
+1,580
+40% +$512K 0.84% 30
2021
Q3 		$1.12M Sell
3,963
-31
-0.8% -$9.02K 0.63% 38
2021
Q2 		$1.08M Buy
3,994
+24
+0.6% +$6.1K 0.63% 36
2021
Q1 		$1.02M Buy
3,970
+598
+18% +$139K 0.67% 34
2020
Q4 		$733K Buy
+3,372
New +$725K 0.63% 41

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

TrueWealth Advisors's MSFT Position: Q2 2026 in Review

TrueWealth Advisors reduced its Microsoft (MSFT) stake by 2.2% in Q2 2026, selling an estimated $47.3K and leaving 5,241 shares worth $1.95M. The position accounts for 0.44% of the portfolio, ranked #34.

TrueWealth Advisors first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.04M in Q1 2024. 2,975 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • TrueWealth Advisors held 5,241 shares of Microsoft worth $1.95M as of Q2 2026.
  • TrueWealth Advisors sold 117 Microsoft shares in Q2 2026, an estimated $47.3K.
  • Microsoft made up 0.44% of TrueWealth Advisors's portfolio in Q2 2026, its #34 holding.
  • TrueWealth Advisors first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • TrueWealth Advisors's Microsoft position peaked at $3.04M in Q1 2024.
  • 2,975 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.