Western Financial Corp’s Microsoft MSFT Stock Holding History

Western Financial Corp’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	$390K	Buy	1,044 +166	+19%	+$67.2K	0.11%	103
2026 Q1	$325K	Buy	878 +326	+59%	+$136K	0.13%	106
2025 Q4	$267K	Buy	552 +1	+0.2%	+$501	0.11%	105
2025 Q3	$285K	Sell	551 -1	-0.2%	-$510	0.12%	111
2025 Q2	$275K	Hold	552	–	–	0.15%	113
2025 Q1	$207K	Sell	552 -858	-61%	-$350K	0.12%	118
2024 Q4	$594K	Buy	1,410 +198	+16%	+$84.3K	0.33%	81
2024 Q3	$521K	Sell	1,212 -188	-13%	-$80.4K	0.3%	83
2024 Q2	$626K	Hold	1,400	–	–	0.38%	77
2024 Q1	$589K	Buy	1,400 +156	+13%	+$63.2K	0.36%	79
2023 Q4	$468K	Sell	1,244 -27	-2%	-$9.61K	0.31%	86
2023 Q3	$401K	Buy	1,271 +255	+25%	+$84.3K	0.29%	90
2023 Q2	$346K	Sell	1,016 -52	-5%	-$16.3K	0.24%	94
2023 Q1	$308K	Sell	1,068 -2,899	-73%	-$739K	0.22%	102
2022 Q4	$951K	Sell	3,967 -2,279	-36%	-$547K	0.62%	29
2022 Q3	$1.46M	Buy	6,246 +748	+14%	+$198K	1.02%	11
2022 Q2	$1.41M	Sell	5,498 -176	-3%	-$47.8K	1%	11
2022 Q1	$1.75M	Buy	5,674 +359	+7%	+$108K	1.02%	13
2021 Q4	$1.79M	Buy	5,315 +303	+6%	+$98.2K	0.94%	12
2021 Q3	$1.41M	Sell	5,012 -99	-2%	-$28.8K	0.84%	11
2021 Q2	$1.38M	Buy	5,111 +283	+6%	+$71.9K	0.75%	13
2021 Q1	$1.14M	Buy	4,828 +281	+6%	+$65.2K	0.7%	12
2020 Q4	$1.01M	Buy	+4,547	New	+$978K	0.66%	15

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Western Financial Corp's MSFT Position: Q2 2026 in Review

Western Financial Corp increased its Microsoft (MSFT) stake by 19% in Q2 2026, buying an estimated $67.2K and bringing the position to 1,044 shares worth $390K. The position accounts for 0.11% of the portfolio, ranked #103.

Western Financial Corp first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.79M in Q4 2021. 2,388 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Western Financial Corp held 1,044 shares of Microsoft worth $390K as of Q2 2026.
Western Financial Corp bought 166 Microsoft shares in Q2 2026, an estimated $67.2K.
Microsoft made up 0.11% of Western Financial Corp's portfolio in Q2 2026, its #103 holding.
Western Financial Corp first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
Western Financial Corp's Microsoft position peaked at $1.79M in Q4 2021.
2,388 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.