Washington Trust Advisors
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Washington Trust Advisors’s Microsoft MSFT Stock Holding History

Washington Trust 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 		$26.3M Sell
51,359
-536
-1% -$248K 1.88% 14
2026
Q2 		$19.4M Buy
51,895
+526
+1% +$213K 1.44% 17
2026
Q1 		$19M Buy
51,369
+4,642
+10% +$1.94M 1.54% 19
2025
Q4 		$22.6M Sell
46,727
-358
-0.8% -$179K 1.73% 17
2025
Q3 		$24.4M Sell
47,085
-886
-2% -$452K 1.86% 17
2025
Q2 		$23.9M Buy
47,971
+511
+1% +$222K 1.94% 15
2025
Q1 		$17.8M Buy
47,460
+20,730
+78% +$8.45M 1.58% 23
2024
Q4 		$11.3M Buy
26,730
+599
+2% +$255K 0.94% 29
2024
Q3 		$11.2M Buy
26,131
+1,623
+7% +$694K 0.97% 30
2024
Q2 		$11M Buy
24,508
+361
+1% +$152K 1.01% 27
2024
Q1 		$10.2M Sell
24,147
-281
-1% -$114K 0.93% 32
2023
Q4 		$9.19M Sell
24,428
-251
-1% -$89.3K 0.88% 34
2023
Q3 		$7.79M Sell
24,679
-100
-0.4% -$33K 0.8% 38
2023
Q2 		$8.44M Sell
24,779
-659
-3% -$207K 0.82% 36
2023
Q1 		$7.33M Buy
25,438
+137
+0.5% +$34.9K 0.75% 40
2022
Q4 		$6.07M Sell
25,301
-6,539
-21% -$1.57M 0.66% 43
2022
Q3 		$7.42M Sell
31,840
-1,322
-4% -$349K 0.69% 43
2022
Q2 		$8.52M Sell
33,162
-5,502
-14% -$1.49M 0.75% 41
2022
Q1 		$11.9M Buy
38,664
+1,257
+3% +$378K 0.85% 40
2021
Q4 		$12.6M Buy
+37,407
New +$12.1M 0.85% 38

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Washington Trust Advisors's MSFT Position: Q3 2026 in Review

Washington Trust Advisors reduced its Microsoft (MSFT) stake by 1% in Q3 2026, selling an estimated $248K and leaving 51,359 shares worth $26.3M. The position accounts for 1.88% of the portfolio, ranked #14.

Washington Trust Advisors first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. 2,276 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Washington Trust Advisors held 51,359 shares of Microsoft worth $26.3M as of Q3 2026.
  • Washington Trust Advisors sold 536 Microsoft shares in Q3 2026, an estimated $248K.
  • Microsoft made up 1.88% of Washington Trust Advisors's portfolio in Q3 2026, its #14 holding.
  • Washington Trust Advisors first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • 2,276 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Washington Trust Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.