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Alvarez & Marsal Private Wealth Partners’s Microsoft MSFT Stock Holding History

Alvarez & Marsal Private Wealth 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 		$29.1M Sell
77,972
-635
-0.8% -$257K 3.83% 11
2026
Q1 		$29.1M Buy
78,607
+8,599
+12% +$3.6M 4.09% 9
2025
Q4 		$33.9M Buy
+70,008
New +$35.1M 6.5% 6

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

Alvarez & Marsal Private Wealth Partners's MSFT Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its Microsoft (MSFT) stake by 0.81% in Q2 2026, selling an estimated $257K and leaving 77,972 shares worth $29.1M. The position accounts for 3.83% of the portfolio, ranked #11.

Alvarez & Marsal Private Wealth Partners first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $33.9M in Q4 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 77,972 shares of Microsoft worth $29.1M as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners sold 635 Microsoft shares in Q2 2026, an estimated $257K.
  • Microsoft made up 3.83% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Alvarez & Marsal Private Wealth Partners's Microsoft position peaked at $33.9M in Q4 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.