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West Financial Advisors’s Microsoft MSFT Stock Holding History

West 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 		$1,000K Sell
2,681
-100
-4% -$40.5K 0.15% 35
2026
Q1 		$1.03M Sell
2,781
-48
-2% -$20.1K 0.17% 34
2025
Q4 		$1.37M Sell
2,829
-735
-21% -$368K 0.23% 32
2025
Q3 		$1.85M Buy
3,564
+23
+0.6% +$11.7K 0.31% 31
2025
Q2 		$1.76M Buy
3,541
+4
+0.1% +$1.74K 0.31% 31
2025
Q1 		$1.33M Hold
3,537
– – 0.25% 33
2024
Q4 		$1.49M Buy
3,537
+1,654
+88% +$705K 0.29% 32
2024
Q3 		$810K Buy
1,883
+222
+13% +$94.9K 0.16% 36
2024
Q2 		$742K Sell
1,661
-17
-1% -$7.18K 0.15% 36
2024
Q1 		$706K Buy
1,678
+34
+2% +$13.8K 0.15% 37
2023
Q4 		$618K Sell
1,644
-20
-1% -$7.12K 0.14% 38
2023
Q3 		$526K Buy
1,664
+12
+0.7% +$3.96K 0.13% 39
2023
Q2 		$563K Buy
1,652
+94
+6% +$29.5K 0.14% 36
2023
Q1 		$449K Hold
1,558
– – 0.12% 39
2022
Q4 		$374K Sell
1,558
-975
-38% -$234K 0.1% 40
2022
Q3 		$590K Sell
2,533
-17
-0.7% -$4.49K 0.18% 33
2022
Q2 		$655K Hold
2,550
– – 0.19% 31
2022
Q1 		$786K Sell
2,550
-5
-0.2% -$1.5K 0.21% 33
2021
Q4 		$859K Hold
2,555
– – 0.23% 30
2021
Q3 		$720K Buy
2,555
+100
+4% +$29.1K 0.21% 29
2021
Q2 		$665K Sell
2,455
-10
-0.4% -$2.54K 0.2% 26
2021
Q1 		$581K Hold
2,465
– – 0.19% 28
2020
Q4 		$548K Buy
+2,465
New +$530K 0.19% 24

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
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
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

West Financial Advisors reduced its Microsoft (MSFT) stake by 3.6% in Q2 2026, selling an estimated $40.5K and leaving 2,681 shares worth $1,000K. The position accounts for 0.15% of the portfolio, ranked #35.

West Financial Advisors first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.85M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • West Financial Advisors held 2,681 shares of Microsoft worth $1,000K as of Q2 2026.
  • West Financial Advisors sold 100 Microsoft shares in Q2 2026, an estimated $40.5K.
  • Microsoft made up 0.15% of West Financial Advisors's portfolio in Q2 2026, its #35 holding.
  • West Financial Advisors first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • West Financial Advisors's Microsoft position peaked at $1.85M in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.