Wescott Financial Advisory Group’s Microsoft MSFT Stock Holding History

Wescott Financial Advisory Group’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	$4.81M	Sell	12,885 -131	-1%	-$53K	0.37%	40
2026 Q1	$4.82M	Buy	13,016 +933	+8%	+$390K	0.42%	39
2025 Q4	$5.84M	Sell	12,083 -936	-7%	-$469K	0.51%	31
2025 Q3	$6.74M	Buy	13,019 +2,594	+25%	+$1.32M	0.61%	30
2025 Q2	$5.19M	Sell	10,425 -3,105	-23%	-$1.35M	0.5%	33
2025 Q1	$5.08M	Buy	13,530 +4,781	+55%	+$1.95M	0.53%	33
2024 Q4	$3.69M	Buy	8,749 +972	+12%	+$414K	0.38%	41
2024 Q3	$3.35M	Buy	7,777 +68	+0.9%	+$29.1K	0.36%	44
2024 Q2	$3.45M	Buy	7,709 +3,733	+94%	+$1.58M	0.4%	43
2024 Q1	$1.67M	Sell	3,976 -598	-13%	-$242K	0.21%	56
2023 Q4	$1.72M	Buy	4,574 +3	+0.1%	+$1.07K	0.24%	53
2023 Q3	$1.44M	Buy	4,571 +499	+12%	+$165K	0.26%	56
2023 Q2	$1.39M	Sell	4,072 -459	-10%	-$144K	0.25%	57
2023 Q1	$1.31M	Buy	4,531 +751	+20%	+$192K	0.28%	52
2022 Q4	$907K	Buy	3,780 +688	+22%	+$165K	0.2%	68
2022 Q3	$720K	Buy	3,092 +363	+13%	+$95.8K	0.2%	66
2022 Q2	$701K	Sell	2,729 -13	-0.5%	-$3.53K	0.19%	65
2022 Q1	$846K	Buy	2,742 +1,026	+60%	+$309K	0.22%	61
2021 Q4	$577K	Sell	1,716 -1,015	-37%	-$329K	0.3%	37
2021 Q3	$770K	Sell	2,731 -333	-11%	-$96.9K	0.44%	29
2021 Q2	$877K	Sell	3,064 -392	-11%	-$99.6K	0.52%	24
2021 Q1	$815K	Buy	3,456 +2,137	+162%	+$496K	0.53%	21
2020 Q4	$293K	Buy	+1,319	New	+$284K	0.21%	43

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wescott Financial Advisory Group's MSFT Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Microsoft (MSFT) stake by 1% in Q2 2026, selling an estimated $53K and leaving 12,885 shares worth $4.81M. The position accounts for 0.37% of the portfolio, ranked #40.

Wescott Financial Advisory Group first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.74M in Q3 2025. 6,235 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Wescott Financial Advisory Group held 12,885 shares of Microsoft worth $4.81M as of Q2 2026.
Wescott Financial Advisory Group sold 131 Microsoft shares in Q2 2026, an estimated $53K.
Microsoft made up 0.37% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #40 holding.
Wescott Financial Advisory Group first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
Wescott Financial Advisory Group's Microsoft position peaked at $6.74M in Q3 2025.
6,235 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.