Two West Capital Advisors
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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
Q3 		$565K Buy
1,110
+184
+20% +$85.1K 0.28% 57
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% -$9.5K 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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Two West Capital Advisors's MSFT Position: Q3 2026 in Review

Two West Capital Advisors increased its Microsoft (MSFT) stake by 20% in Q3 2026, buying an estimated $85.1K and bringing the position to 1,110 shares worth $565K. The position accounts for 0.28% of the portfolio, ranked #57.

Two West Capital Advisors first reported a position in MSFT in Q2 2024 and has held it in 10 quarters since. The position peaked at $593K in Q3 2025. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Two West Capital Advisors held 1,110 shares of Microsoft worth $565K as of Q3 2026.
  • Two West Capital Advisors bought 184 Microsoft shares in Q3 2026, an estimated $85.1K.
  • Microsoft made up 0.28% of Two West Capital Advisors's portfolio in Q3 2026, its #57 holding.
  • Two West Capital Advisors first reported a position in Microsoft in Q2 2024 and has held it in 10 quarters since.
  • Two West Capital Advisors's Microsoft position peaked at $593K in Q3 2025.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Two West Capital Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.