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West Wealth Group’s Microsoft MSFT Stock Holding History

West Wealth 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
Q3 		$5.47M Buy
48,445
+38,174
+372% +$17.7M 0.85% 20
2026
Q2 		$3.83M Buy
10,271
+320
+3% +$129K 0.63% 24
2026
Q1 		$3.68M Buy
9,951
+229
+2% +$95.8K 0.73% 22
2025
Q4 		$4.7M Sell
9,722
-232
-2% -$116K 0.98% 20
2025
Q3 		$5.11M Buy
9,954
+680
+7% +$347K 1.15% 20
2025
Q2 		$4.87M Buy
9,274
+280
+3% +$122K 1.21% 18
2025
Q1 		$3.44M Buy
8,994
+1,108
+14% +$452K 1.02% 18
2024
Q4 		$3.32M Buy
7,886
+800
+11% +$341K 0.99% 19
2024
Q3 		$3.05M Buy
7,086
+200
+3% +$85.5K 0.99% 17
2024
Q2 		$3.08M Hold
6,886
– – 1.09% 16
2024
Q1 		$2.9M Sell
6,886
-40
-0.6% -$16.2K 1.07% 17
2023
Q4 		$2.6M Sell
6,926
-152
-2% -$54.1K 1.03% 18
2023
Q3 		$2.23M Sell
7,078
-565
-7% -$187K 0.98% 17
2023
Q2 		$2.6M Buy
7,643
+834
+12% +$261K 1.1% 14
2023
Q1 		$1.96M Sell
6,809
-55
-0.8% -$14K 0.91% 15
2022
Q4 		$1.65M Buy
6,864
+453
+7% +$109K 0.82% 18
2022
Q3 		$1.49M Buy
6,411
+998
+18% +$264K 0.76% 19
2022
Q2 		$1.39M Buy
5,413
+2,261
+72% +$614K 0.64% 24
2022
Q1 		$972K Buy
3,152
+78
+3% +$23.5K 0.39% 23
2021
Q4 		$1.03M Buy
+3,074
New +$997K 0.39% 23

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

West Wealth Group's MSFT Position: Q3 2026 in Review

West Wealth Group increased its Microsoft (MSFT) stake by 372% in Q3 2026, buying an estimated $17.7M and bringing the position to 48,445 shares worth $5.47M. The position accounts for 0.85% of the portfolio, ranked #20.

West Wealth Group first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. 977 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • West Wealth Group held 48,445 shares of Microsoft worth $5.47M as of Q3 2026.
  • West Wealth Group bought 38,174 Microsoft shares in Q3 2026, an estimated $17.7M.
  • Microsoft made up 0.85% of West Wealth Group's portfolio in Q3 2026, its #20 holding.
  • West Wealth Group first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • 977 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.