Corepath Wealth Partners
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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
Q3 		$386K Sell
729
-642
-47% -$297K 0.27% 27
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Corepath Wealth Partners's MSFT Position: Q3 2026 in Review

Corepath Wealth Partners reduced its Microsoft (MSFT) stake by 47% in Q3 2026, selling an estimated $297K and leaving 729 shares worth $386K. The position accounts for 0.27% of the portfolio, ranked #27.

Corepath Wealth Partners first reported a position in MSFT in Q4 2021 and has held it in 15 quarters since. The position peaked at $669K in Q3 2025. 1,781 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Corepath Wealth Partners held 729 shares of Microsoft worth $386K as of Q3 2026.
  • Corepath Wealth Partners sold 642 Microsoft shares in Q3 2026, an estimated $297K.
  • Microsoft made up 0.27% of Corepath Wealth Partners's portfolio in Q3 2026, its #27 holding.
  • Corepath Wealth Partners first reported a position in Microsoft in Q4 2021 and has held it in 15 quarters since.
  • Corepath Wealth Partners's Microsoft position peaked at $669K in Q3 2025.
  • 1,781 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Corepath Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.