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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
2024
Q2 		– Sell
-15,327
Closed -$6.45M – 219
2024
Q1 		$6.45M Buy
+15,327
New +$6.2M 0.95% 7

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Curated Wealth Partners reduced its Microsoft (MSFT) stake by 13% in Q2 2026, selling an estimated $771K and leaving 13,202 shares worth $4.92M. The position accounts for 0.57% of the portfolio, ranked #18.

Curated Wealth Partners first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.19M in Q3 2025. 6,229 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Curated Wealth Partners held 13,202 shares of Microsoft worth $4.92M as of Q2 2026.
  • Curated Wealth Partners sold 1,905 Microsoft shares in Q2 2026, an estimated $771K.
  • Microsoft made up 0.57% of Curated Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • Curated Wealth Partners first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Curated Wealth Partners's Microsoft position peaked at $8.19M in Q3 2025.
  • 6,229 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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