Chicago Partners Investment Group’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$76.3K Buy
+200
New +$80.9K ﹤0.01% 1501

Other funds holding MSFT

Chicago Partners Investment Group's MSFT Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Microsoft (MSFT) stake by 6.8% in Q2 2026, buying an estimated $3.67M and bringing the position to 141,534 shares worth $54M. The position accounts for 1.08% of the portfolio, ranked #15.

Chicago Partners Investment Group first reported a position in MSFT in Q4 2014 and has held it in 47 quarters since. The position peaked at $65.8M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Chicago Partners Investment Group held 141,534 shares of Microsoft worth $54M as of Q2 2026.
  • Chicago Partners Investment Group bought 9,068 Microsoft shares in Q2 2026, an estimated $3.67M.
  • Microsoft made up 1.08% of Chicago Partners Investment Group's portfolio in Q2 2026, its #15 holding.
  • Chicago Partners Investment Group first reported a position in Microsoft in Q4 2014 and has held it in 47 quarters since.
  • Chicago Partners Investment Group's Microsoft position peaked at $65.8M in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.