WFA
MSFT icon

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
Q3 		$5.44M Buy
10,602
+4,335
+69% +$2M 0.91% 16
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

WestHill Financial Advisors's MSFT Position: Q3 2026 in Review

WestHill Financial Advisors increased its Microsoft (MSFT) stake by 69% in Q3 2026, buying an estimated $2M and bringing the position to 10,602 shares worth $5.44M. The position accounts for 0.91% of the portfolio, ranked #16.

WestHill Financial Advisors first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. 721 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • WestHill Financial Advisors held 10,602 shares of Microsoft worth $5.44M as of Q3 2026.
  • WestHill Financial Advisors bought 4,335 Microsoft shares in Q3 2026, an estimated $2M.
  • Microsoft made up 0.91% of WestHill Financial Advisors's portfolio in Q3 2026, its #16 holding.
  • WestHill Financial Advisors first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • 721 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on WestHill Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.