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Websterrogers Financial Advisors’s Microsoft MSFT Stock Holding History

Websterrogers Financial 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 		$851K Buy
2,282
+1
+0% +$405 0.22% 47
2026
Q1 		$844K Sell
2,281
-4
-0.2% -$1.67K 0.24% 45
2025
Q4 		$1.11M Buy
2,285
+4
+0.2% +$2K 0.32% 41
2025
Q3 		$1.18M Hold
2,281
– – 0.35% 40
2025
Q2 		$1.13M Hold
2,281
– – 0.36% 40
2025
Q1 		$856K Sell
2,281
-7
-0.3% -$2.85K 0.29% 42
2024
Q4 		$964K Buy
2,288
+1,409
+160% +$600K 0.33% 42
2024
Q3 		$378K Buy
879
+48
+6% +$20.5K 0.13% 51
2024
Q2 		$371K Sell
831
-249
-23% -$105K 0.13% 51
2024
Q1 		$454K Sell
1,080
-1,046
-49% -$423K 0.16% 51
2023
Q4 		$799K Sell
2,126
-425
-17% -$151K 0.33% 38
2023
Q3 		$805K Sell
2,551
-114
-4% -$37.7K 0.35% 39
2023
Q2 		$908K Sell
2,665
-200
-7% -$62.7K 0.4% 36
2023
Q1 		$826K Sell
2,865
-34
-1% -$8.67K 0.38% 38
2022
Q4 		$695K Hold
2,899
– – 0.34% 39
2022
Q3 		$675K Sell
2,899
-292
-9% -$77.1K 0.35% 31
2022
Q2 		$820K Sell
3,191
-76
-2% -$20.6K 0.4% 28
2022
Q1 		$1.01M Buy
+3,267
New +$983K 0.52% 30
2021
Q4 		– Sell
-1,012
Closed -$285K – 68
2021
Q3 		$285K Hold
1,012
– – 0.07% 49
2021
Q2 		$280K Sell
1,012
-110
-10% -$28K 0.07% 51
2021
Q1 		$265K Hold
1,122
– – 0.07% 46
2020
Q4 		$243K Buy
+1,122
New +$241K 0.07% 44

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Websterrogers Financial Advisors's MSFT Position: Q2 2026 in Review

Websterrogers Financial Advisors increased its Microsoft (MSFT) stake by 0.04% in Q2 2026, buying an estimated $405 and bringing the position to 2,282 shares worth $851K. The position accounts for 0.22% of the portfolio, ranked #47.

Websterrogers Financial Advisors first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.18M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Websterrogers Financial Advisors held 2,282 shares of Microsoft worth $851K as of Q2 2026.
  • Websterrogers Financial Advisors bought 1 Microsoft share in Q2 2026, an estimated $405.
  • Microsoft made up 0.22% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #47 holding.
  • Websterrogers Financial Advisors first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Websterrogers Financial Advisors's Microsoft position peaked at $1.18M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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