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Bouvel Investment Partners’s Microsoft MSFT Stock Holding History

Bouvel Investment 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 		$7.34M Sell
19,674
-270
-1% -$109K 1.66% 24
2026
Q1 		$7.38M Buy
19,944
+118
+0.6% +$49.4K 2.14% 12
2025
Q4 		$9.59M Buy
19,826
+320
+2% +$160K 2.76% 7
2025
Q3 		$10.1M Sell
19,506
-299
-2% -$153K 3.09% 6
2025
Q2 		$9.85M Buy
19,805
+338
+2% +$147K 3.33% 6
2025
Q1 		$8.38M Sell
19,467
-336
-2% -$137K 3.15% 5
2024
Q4 		$8.35M Buy
19,803
+336
+2% +$143K 3.01% 8
2024
Q3 		$8.38M Buy
19,467
+101
+0.5% +$43.2K 3.15% 5
2024
Q2 		$8.66M Sell
19,366
-48
-0.2% -$20.3K 3.35% 5
2024
Q1 		$8.17M Sell
19,414
-251
-1% -$102K 3.53% 3
2023
Q4 		$7.39M Buy
19,665
+534
+3% +$190K 3.45% 3
2023
Q3 		$6.04M Buy
19,131
+231
+1% +$76.3K 3.27% 3
2023
Q2 		$6.44M Buy
18,900
+496
+3% +$155K 3.52% 3
2023
Q1 		$5.31M Sell
18,404
-58
-0.3% -$14.8K 3.1% 3
2022
Q4 		$4.43M Sell
18,462
-1
-0% -$240 2.86% 5
2022
Q3 		$4.3M Buy
18,463
+459
+3% +$121K 2.87% 6
2022
Q2 		$4.62M Sell
18,004
-7,132
-28% -$1.94M 3.48% 4
2022
Q1 		$7.75M Buy
25,136
+475
+2% +$143K 4.72% 1
2021
Q4 		$8.29M Sell
24,661
-97
-0.4% -$31.4K 4.65% 1
2021
Q3 		$6.98M Buy
24,758
+639
+3% +$186K 3.95% 1
2021
Q2 		$6.53M Buy
24,119
+827
+4% +$210K 3.69% 1
2021
Q1 		$5.49M Buy
23,292
+1,134
+5% +$263K 3.52% 1
2020
Q4 		$4.93M Buy
+22,158
New +$4.76M 3.5% 4

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bouvel Investment Partners's MSFT Position: Q2 2026 in Review

Bouvel Investment Partners reduced its Microsoft (MSFT) stake by 1.4% in Q2 2026, selling an estimated $109K and leaving 19,674 shares worth $7.34M. The position accounts for 1.66% of the portfolio, ranked #24.

Bouvel Investment Partners first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.1M in Q3 2025. 1,595 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Bouvel Investment Partners held 19,674 shares of Microsoft worth $7.34M as of Q2 2026.
  • Bouvel Investment Partners sold 270 Microsoft shares in Q2 2026, an estimated $109K.
  • Microsoft made up 1.66% of Bouvel Investment Partners's portfolio in Q2 2026, its #24 holding.
  • Bouvel Investment Partners first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Bouvel Investment Partners's Microsoft position peaked at $10.1M in Q3 2025.
  • 1,595 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.