Wealth Advisors Northwest’s Microsoft MSFT Stock Holding History

Wealth Advisors Northwest’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	$1.61M	Buy	4,311 +1,667	+63%	+$674K	0.55%	27
2026 Q1	$979K	Sell	2,644 -179	-6%	-$74.9K	0.41%	31
2025 Q4	$1.37M	Sell	2,823 -281	-9%	-$141K	0.61%	27
2025 Q3	$1.61M	Buy	3,104 +47	+2%	+$24K	0.78%	27
2025 Q2	$1.52M	Buy	3,057 +399	+15%	+$173K	0.8%	26
2025 Q1	$998K	Sell	2,658 -392	-13%	-$160K	0.63%	26
2024 Q4	$1.29M	Buy	+3,050	New	+$1.3M	0.88%	25

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Wealth Advisors Northwest's MSFT Position: Q2 2026 in Review

Wealth Advisors Northwest increased its Microsoft (MSFT) stake by 63% in Q2 2026, buying an estimated $674K and bringing the position to 4,311 shares worth $1.61M. The position accounts for 0.55% of the portfolio, ranked #27.

Wealth Advisors Northwest first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Wealth Advisors Northwest held 4,311 shares of Microsoft worth $1.61M as of Q2 2026.
Wealth Advisors Northwest bought 1,667 Microsoft shares in Q2 2026, an estimated $674K.
Microsoft made up 0.55% of Wealth Advisors Northwest's portfolio in Q2 2026, its #27 holding.
Wealth Advisors Northwest first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wealth Advisors Northwest's 13F filing for Q2 2026, filed 15 Jul 2026.