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WestHill Financial Advisors’s Microsoft MSFT Stock Holding History

WestHill 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 		$2.34M Sell
6,267
-109
-2% -$44.1K 0.4% 21
2026
Q1 		$2.36M Sell
6,376
-156
-2% -$65.3K 0.45% 20
2025
Q4 		$3.16M Buy
6,532
+237
+4% +$119K 0.6% 19
2025
Q3 		$3.26M Sell
6,295
-6
-0.1% -$3.06K 0.64% 18
2025
Q2 		$3.13M Buy
6,301
+11
+0.2% +$4.78K 0.66% 17
2025
Q1 		$2.36M Sell
6,290
-511
-8% -$208K 0.54% 19
2024
Q4 		$2.87M Sell
6,801
-95
-1% -$40.5K 0.64% 19
2024
Q3 		$2.97M Buy
6,896
+114
+2% +$48.7K 0.67% 19
2024
Q2 		$3.03M Sell
6,782
-339
-5% -$143K 0.74% 18
2024
Q1 		$3M Sell
7,121
-343
-5% -$139K 0.74% 18
2023
Q4 		$2.81M Buy
7,464
+417
+6% +$148K 0.74% 18
2023
Q3 		$2.23M Buy
7,047
+703
+11% +$232K 0.65% 19
2023
Q2 		$2.16M Sell
6,344
-61
-1% -$19.1K 0.61% 19
2023
Q1 		$1.85M Sell
6,405
-298
-4% -$76K 0.55% 19
2022
Q4 		$1.61M Buy
6,703
+187
+3% +$44.9K 0.51% 20
2022
Q3 		$1.52M Sell
6,516
-23
-0.4% -$6.07K 0.52% 20
2022
Q2 		$1.68M Hold
6,539
– – 0.55% 19
2022
Q1 		$2.02M Sell
6,539
-252
-4% -$75.8K 0.58% 19
2021
Q4 		$2.28M Buy
6,791
+1,179
+21% +$382K 0.65% 20
2021
Q3 		$1.58M Buy
+5,612
New +$1.63M 0.49% 21
2021
Q1 		$1.06M Sell
4,477
-21
-0.5% -$4.87K 0.38% 21
2020
Q4 		$1M Buy
+4,498
New +$967K 0.39% 20

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

WestHill Financial Advisors reduced its Microsoft (MSFT) stake by 1.7% in Q2 2026, selling an estimated $44.1K and leaving 6,267 shares worth $2.34M. The position accounts for 0.4% of the portfolio, ranked #21.

WestHill Financial Advisors first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.26M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • WestHill Financial Advisors held 6,267 shares of Microsoft worth $2.34M as of Q2 2026.
  • WestHill Financial Advisors sold 109 Microsoft shares in Q2 2026, an estimated $44.1K.
  • Microsoft made up 0.4% of WestHill Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • WestHill Financial Advisors first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • WestHill Financial Advisors's Microsoft position peaked at $3.26M in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.