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Core Wealth Partners’s Microsoft MSFT Stock Holding History

Core 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 		$5.88M Sell
15,768
-21
-0.1% -$8.5K 2.51% 5
2026
Q1 		$5.84M Buy
15,789
+78
+0.5% +$32.6K 2.72% 5
2025
Q4 		$7.6M Buy
15,711
+175
+1% +$87.7K 3.42% 3
2025
Q3 		$8.05M Buy
15,536
+368
+2% +$188K 3.69% 3
2025
Q2 		$7.54M Buy
15,168
+472
+3% +$205K 3.83% 3
2025
Q1 		$5.52M Buy
14,696
+450
+3% +$183K 3.21% 4
2024
Q4 		$6M Sell
14,246
-4,767
-25% -$2.03M 3.44% 3
2024
Q3 		$8.18M Buy
19,013
+320
+2% +$137K 4.96% 3
2024
Q2 		$8.36M Buy
18,693
+25
+0.1% +$10.6K 5.71% 3
2024
Q1 		$7.85M Buy
18,668
+373
+2% +$151K 5.94% 3
2023
Q4 		$6.88M Buy
18,295
+657
+4% +$234K 5.64% 3
2023
Q3 		$5.57M Buy
17,638
+88
+0.5% +$29.1K 5.06% 3
2023
Q2 		$5.98M Buy
17,550
+36
+0.2% +$11.3K 5.52% 3
2023
Q1 		$5.05M Buy
17,514
+4,416
+34% +$1.13M 5.07% 3
2022
Q4 		$1.75M Buy
+13,098
New +$3.14M 1.97% 14

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Core Wealth Partners's MSFT Position: Q2 2026 in Review

Core Wealth Partners reduced its Microsoft (MSFT) stake by 0.13% in Q2 2026, selling an estimated $8.5K and leaving 15,768 shares worth $5.88M. The position accounts for 2.51% of the portfolio, ranked #5.

Core Wealth Partners first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.36M in Q2 2024. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Core Wealth Partners held 15,768 shares of Microsoft worth $5.88M as of Q2 2026.
  • Core Wealth Partners sold 21 Microsoft shares in Q2 2026, an estimated $8.5K.
  • Microsoft made up 2.51% of Core Wealth Partners's portfolio in Q2 2026, its #5 holding.
  • Core Wealth Partners first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Core Wealth Partners's Microsoft position peaked at $8.36M in Q2 2024.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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