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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wescott Financial Advisory Group's MSFT Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Microsoft (MSFT) stake by 7.7% in Q1 2026, buying an estimated $390K and bringing the position to 13,016 shares worth $4.82M. The position accounts for 0.42% of the portfolio, ranked #39.

Wescott Financial Advisory Group first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.74M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Wescott Financial Advisory Group held 13,016 shares of Microsoft worth $4.82M as of Q1 2026.
  • Wescott Financial Advisory Group bought 933 Microsoft shares in Q1 2026, an estimated $390K.
  • Microsoft made up 0.42% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #39 holding.
  • Wescott Financial Advisory Group first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Wescott Financial Advisory Group's Microsoft position peaked at $6.74M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.