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Alpha Financial Partners’s Microsoft MSFT Stock Holding History

Alpha Financial Partners’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 		$1.15M Sell
3,073
-109
-3% -$44.1K 0.6% 28
2026
Q1 		$1.18M Buy
3,182
+28
+0.9% +$11.7K 0.7% 26
2025
Q4 		$1.53M Buy
3,154
+140
+5% +$70.2K 0.93% 18
2025
Q3 		$1.56M Buy
3,014
+105
+4% +$53.6K 1.02% 17
2025
Q2 		$1.45M Buy
2,909
+539
+23% +$234K 1.04% 15
2025
Q1 		$890K Buy
2,370
+7
+0.3% +$2.85K 0.71% 22
2024
Q4 		$996K Buy
2,363
+1,170
+98% +$498K 0.79% 21
2024
Q3 		$513K Sell
1,193
-1,410
-54% -$603K 0.37% 55
2024
Q2 		$1.16M Buy
2,603
+659
+34% +$278K 1.01% 17
2024
Q1 		$818K Buy
1,944
+31
+2% +$12.5K 0.74% 22
2023
Q4 		$719K Sell
1,913
-14
-0.7% -$4.98K 0.71% 23
2023
Q3 		$608K Sell
1,927
-1,308
-40% -$432K 0.71% 27
2023
Q2 		$1.1M Sell
3,235
-134
-4% -$42K 1.17% 17
2023
Q1 		$971K Sell
3,369
-53
-2% -$13.5K 1.09% 17
2022
Q4 		$821K Buy
+3,422
New +$821K 0.99% 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

Alpha Financial Partners's MSFT Position: Q2 2026 in Review

Alpha Financial Partners reduced its Microsoft (MSFT) stake by 3.4% in Q2 2026, selling an estimated $44.1K and leaving 3,073 shares worth $1.15M. The position accounts for 0.6% of the portfolio, ranked #28.

Alpha Financial Partners first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.56M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Alpha Financial Partners held 3,073 shares of Microsoft worth $1.15M as of Q2 2026.
  • Alpha Financial Partners sold 109 Microsoft shares in Q2 2026, an estimated $44.1K.
  • Microsoft made up 0.6% of Alpha Financial Partners's portfolio in Q2 2026, its #28 holding.
  • Alpha Financial Partners first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Alpha Financial Partners's Microsoft position peaked at $1.56M in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.