CWP
MSFT icon

Corepath Wealth Partners’s Microsoft MSFT Stock Holding History

Corepath 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 		$526K Buy
1,371
+118
+9% +$47.7K 0.33% 24
2026
Q1 		$469K Sell
1,253
-13
-1% -$5.44K 0.32% 24
2025
Q4 		$604K Hold
1,266
– – 0.41% 19
2025
Q3 		$669K Buy
1,266
+114
+10% +$58.2K 0.49% 18
2025
Q2 		$575K Buy
1,152
+10
+0.9% +$4.34K 0.48% 20
2025
Q1 		$419K Sell
1,142
-23
-2% -$9.38K 0.4% 19
2024
Q4 		$484K Buy
1,165
+209
+22% +$89K 0.47% 19
2024
Q3 		$401K Sell
956
-3
-0.3% -$1.28K 0.39% 20
2024
Q2 		$447K Buy
959
+445
+87% +$188K 0.47% 19
2024
Q1 		$210K Sell
514
-235
-31% -$95.1K 0.23% 21
2023
Q4 		$275K Buy
749
+13
+2% +$4.63K 0.15% 34
2023
Q3 		$241K Buy
736
+44
+6% +$14.5K 0.15% 35
2023
Q2 		$239K Buy
+692
New +$217K 0.14% 38
2022
Q1 		– Sell
-705
Closed -$222K – 39
2021
Q4 		$222K Buy
+705
New +$229K 0.16% 38

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

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

Corepath Wealth Partners increased its Microsoft (MSFT) stake by 9.4% in Q2 2026, buying an estimated $47.7K and bringing the position to 1,371 shares worth $526K. The position accounts for 0.33% of the portfolio, ranked #24.

Corepath Wealth Partners first reported a position in MSFT in Q4 2021 and has held it in 14 quarters since. The position peaked at $669K in Q3 2025. 1,685 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Corepath Wealth Partners held 1,371 shares of Microsoft worth $526K as of Q2 2026.
  • Corepath Wealth Partners bought 118 Microsoft shares in Q2 2026, an estimated $47.7K.
  • Microsoft made up 0.33% of Corepath Wealth Partners's portfolio in Q2 2026, its #24 holding.
  • Corepath Wealth Partners first reported a position in Microsoft in Q4 2021 and has held it in 14 quarters since.
  • Corepath Wealth Partners's Microsoft position peaked at $669K in Q3 2025.
  • 1,685 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Corepath Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.