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West Paces Advisors’s Microsoft MSFT Stock Holding History

West Paces 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 		$4.23M Buy
11,344
+240
+2% +$97.1K 0.71% 19
2026
Q1 		$4.11M Sell
11,104
-201
-2% -$84.1K 0.8% 18
2025
Q4 		$5.47M Buy
11,305
+415
+4% +$208K 1.06% 17
2025
Q3 		$5.64M Buy
10,890
+310
+3% +$158K 1.12% 16
2025
Q2 		$5.26M Buy
10,580
+1,757
+20% +$763K 1.12% 16
2025
Q1 		$3.31M Buy
8,823
+93
+1% +$37.9K 0.75% 20
2024
Q4 		$3.68M Buy
8,730
+105
+1% +$44.7K 0.9% 20
2024
Q3 		$3.71M Sell
8,625
-388
-4% -$166K 0.91% 18
2024
Q2 		$4.03M Sell
9,013
-712
-7% -$301K 1.05% 18
2024
Q1 		$4.09M Buy
9,725
+478
+5% +$194K 1.08% 16
2023
Q4 		$3.48M Sell
9,247
-21
-0.2% -$7.47K 0.98% 16
2023
Q3 		$2.93M Sell
9,268
-961
-9% -$318K 0.92% 17
2023
Q2 		$3.48M Sell
10,229
-1,086
-10% -$340K 1.03% 16
2023
Q1 		$3.26M Sell
11,315
-846
-7% -$216K 1.01% 17
2022
Q4 		$2.92M Sell
12,161
-1,051
-8% -$252K 0.93% 17
2022
Q3 		$3.08M Sell
13,212
-1,344
-9% -$355K 1.09% 16
2022
Q2 		$3.74M Buy
14,556
+444
+3% +$121K 1.27% 16
2022
Q1 		$4.35M Buy
14,112
+1,406
+11% +$423K 1.36% 13
2021
Q4 		$4.27M Buy
12,706
+315
+3% +$102K 1.33% 13
2021
Q3 		$3.49M Buy
12,391
+1,036
+9% +$301K 1.23% 14
2021
Q2 		$3.08M Sell
11,355
-287
-2% -$73K 1.13% 13
2021
Q1 		$2.74M Buy
11,642
+604
+5% +$140K 1.1% 14
2020
Q4 		$2.46M Sell
11,038
-579
-5% -$124K 1.09% 14
2020
Q3 		$2.44M Sell
11,617
-525
-4% -$110K 1.25% 12
2020
Q2 		$2.47M Sell
12,142
-1,781
-13% -$323K 1.34% 12
2020
Q1 		$2.2M Sell
13,923
-3,280
-19% -$539K 1.39% 15
2019
Q4 		$2.71M Buy
17,203
+127
+0.7% +$18.7K 1.48% 12
2019
Q3 		$2.37M Sell
17,076
-3,463
-17% -$476K 1.42% 12
2019
Q2 		$2.75M Buy
20,539
+210
+1% +$26.7K 1.72% 11
2019
Q1 		$2.4M Buy
20,329
+13
+0.1% +$1.42K 1.68% 10
2018
Q4 		$2.06M Sell
20,316
-509
-2% -$54.5K 1.59% 13
2018
Q3 		$2.38M Sell
20,825
-2,066
-9% -$224K 1.71% 11
2018
Q2 		$2.26M Sell
22,891
-1,310
-5% -$127K 1.69% 11
2018
Q1 		$2.21M Sell
24,201
-464
-2% -$42.4K 1.64% 12
2017
Q4 		$2.11M Sell
24,665
-2,370
-9% -$194K 1.56% 13
2017
Q3 		$2.01M Buy
27,035
+27
+0.1% +$1.97K 1.52% 13
2017
Q2 		$1.86M Sell
27,008
-176
-0.6% -$12.1K 1.48% 11
2017
Q1 		$1.79M Buy
27,184
+2,967
+12% +$190K 1.43% 10
2016
Q4 		$1.5M Buy
+24,217
New +$1.46M 1.4% 11

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 Paces Advisors's MSFT Position: Q2 2026 in Review

West Paces Advisors increased its Microsoft (MSFT) stake by 2.2% in Q2 2026, buying an estimated $97.1K and bringing the position to 11,344 shares worth $4.23M. The position accounts for 0.71% of the portfolio, ranked #19.

West Paces Advisors first reported a position in MSFT in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.64M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • West Paces Advisors held 11,344 shares of Microsoft worth $4.23M as of Q2 2026.
  • West Paces Advisors bought 240 Microsoft shares in Q2 2026, an estimated $97.1K.
  • Microsoft made up 0.71% of West Paces Advisors's portfolio in Q2 2026, its #19 holding.
  • West Paces Advisors first reported a position in Microsoft in Q4 2016 and has held it in 39 quarters since.
  • West Paces Advisors's Microsoft position peaked at $5.64M in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.