Two West Capital Advisors’s Microsoft MSFT Stock Holding History

Two West Capital 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	$373K	Sell	926 -143	-13%	-$57.9K	0.19%	73
2026 Q1	$454K	Sell	1,069 -44	-4%	-$18.4K	0.24%	65
2025 Q4	$538K	Sell	1,113 -19	-2%	-$9.52K	0.31%	54
2025 Q3	$593K	Buy	1,132 +161	+17%	+$82.1K	0.36%	47
2025 Q2	$499K	Buy	971 +135	+16%	+$58.6K	0.33%	52
2025 Q1	$325K	Sell	836 -156	-16%	-$63.6K	0.27%	51
2024 Q4	$418K	Buy	992 +143	+17%	+$60.9K	0.36%	44
2024 Q3	$366K	Sell	849 -11	-1%	-$4.7K	0.3%	47
2024 Q2	$384K	Buy	+860	New	+$363K	0.37%	40

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Two West Capital Advisors's MSFT Position: Q2 2026 in Review

Two West Capital Advisors reduced its Microsoft (MSFT) stake by 13% in Q2 2026, selling an estimated $57.9K and leaving 926 shares worth $373K. The position accounts for 0.19% of the portfolio, ranked #73.

Two West Capital Advisors first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $593K in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Two West Capital Advisors held 926 shares of Microsoft worth $373K as of Q2 2026.
Two West Capital Advisors sold 143 Microsoft shares in Q2 2026, an estimated $57.9K.
Microsoft made up 0.19% of Two West Capital Advisors's portfolio in Q2 2026, its #73 holding.
Two West Capital Advisors first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
Two West Capital Advisors's Microsoft position peaked at $593K in Q3 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.