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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
Q3 		$2.69M Buy
5,242
+1
+0% +$462 0.6% 31
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

TrueWealth Advisors's MSFT Position: Q3 2026 in Review

TrueWealth Advisors increased its Microsoft (MSFT) stake by 0.02% in Q3 2026, buying an estimated $462 and bringing the position to 5,242 shares worth $2.69M. The position accounts for 0.6% of the portfolio, ranked #31.

TrueWealth Advisors first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.04M in Q1 2024. 3,963 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • TrueWealth Advisors held 5,242 shares of Microsoft worth $2.69M as of Q3 2026.
  • TrueWealth Advisors bought 1 Microsoft share in Q3 2026, an estimated $462.
  • Microsoft made up 0.6% of TrueWealth Advisors's portfolio in Q3 2026, its #31 holding.
  • TrueWealth Advisors first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • TrueWealth Advisors's Microsoft position peaked at $3.04M in Q1 2024.
  • 3,963 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.