Curated Wealth Partners
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Curated Wealth Partners’s Microsoft MSFT Stock Holding History

Curated 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 		$18.2M Buy
35,424
+22,222
+168% +$10.3M 1.5% 11
2026
Q2 		$4.92M Sell
13,202
-1,905
-13% -$771K 0.57% 18
2026
Q1 		$5.59M Buy
15,107
+4,083
+37% +$1.71M 0.7% 17
2025
Q4 		$5.33M Sell
11,024
-4,796
-30% -$2.4M 0.58% 17
2025
Q3 		$8.19M Sell
15,820
-543
-3% -$277K 0.99% 10
2025
Q2 		$8.14M Buy
16,363
+67
+0.4% +$29.1K 0.95% 9
2025
Q1 		$6.12M Buy
16,296
+645
+4% +$263K 0.79% 10
2024
Q4 		$6.6M Sell
15,651
-59
-0.4% -$25.1K 0.75% 10
2024
Q3 		$6.76M Buy
15,710
+210
+1% +$89.8K 0.86% 9
2024
Q2 		$6.93M Buy
+15,500
New +$6.55M 0.97% 10
2024
Q1 		– Sell
-14,794
Closed -$5.99M – 226
2023
Q4 		$5.56M Sell
14,794
-507
-3% -$180K 0.91% 9
2023
Q3 		$4.83M Buy
15,301
+37
+0.2% +$12.2K 0.88% 9
2023
Q2 		$5.2M Sell
15,264
-383
-2% -$120K 1.01% 9
2023
Q1 		$4.51M Sell
15,647
-444
-3% -$113K 1.02% 9
2022
Q4 		$3.86M Buy
16,091
+164
+1% +$39.4K 0.94% 8
2022
Q3 		$3.71M Buy
15,927
+153
+1% +$40.4K 1.09% 8
2022
Q2 		$4.05M Buy
15,774
+2,562
+19% +$695K 1.19% 7
2022
Q1 		$4.44M Hold
13,212
– – 1.51% 6
2021
Q4 		$4.44M Sell
13,212
-45
-0.3% -$14.6K 1.44% 7
2021
Q3 		$3.74M Hold
13,257
– – 2.09% 7
2021
Q2 		$3.59M Sell
13,257
-155
-1% -$39.4K 1.95% 8
2021
Q1 		$3.16M Buy
13,412
+386
+3% +$89.6K 1.94% 7
2020
Q4 		$2.9M Buy
+13,026
New +$2.8M 1.88% 7

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

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

Curated Wealth Partners increased its Microsoft (MSFT) stake by 168% in Q3 2026, buying an estimated $10.3M and bringing the position to 35,424 shares worth $18.2M. The position accounts for 1.5% of the portfolio, ranked #11.

Curated Wealth Partners first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. 2,424 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Curated Wealth Partners held 35,424 shares of Microsoft worth $18.2M as of Q3 2026.
  • Curated Wealth Partners bought 22,222 Microsoft shares in Q3 2026, an estimated $10.3M.
  • Microsoft made up 1.5% of Curated Wealth Partners's portfolio in Q3 2026, its #11 holding.
  • Curated Wealth Partners first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • 2,424 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.