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Destiny Wealth Partners’s Microsoft MSFT Stock Holding History

Destiny 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 		$12.5M Sell
26,866
-14,815
-36% -$5.99M 1.76% 20
2026
Q1 		$15.4M Buy
41,681
+4,385
+12% +$1.83M 1.69% 12
2025
Q4 		$17.5M Buy
37,296
+1,540
+4% +$772K 2.01% 11
2025
Q3 		$18.5M Buy
35,756
+1,249
+4% +$637K 2.27% 11
2025
Q2 		$17.2M Buy
34,507
+4,971
+17% +$2.16M 2.31% 7
2025
Q1 		$11.1M Buy
29,536
+1,434
+5% +$585K 1.76% 15
2024
Q4 		$11.8M Buy
28,102
+1,168
+4% +$498K 1.93% 13
2024
Q3 		$11.6M Sell
26,934
-3,973
-13% -$1.7M 2.03% 12
2024
Q2 		$13.8M Buy
30,907
+1,280
+4% +$541K 2.48% 9
2024
Q1 		$12.5M Sell
29,627
-92
-0.3% -$37.2K 2.23% 10
2023
Q4 		$10.9M Buy
29,719
+207
+0.7% +$73.7K 2.05% 11
2023
Q3 		$9.32M Buy
29,512
+2,031
+7% +$671K 1.88% 17
2023
Q2 		$9.45M Sell
27,481
-1,529
-5% -$479K 1.81% 15
2023
Q1 		$8.36M Buy
29,010
+10,396
+56% +$2.65M 1.73% 17
2022
Q4 		$4.46M Sell
18,614
-359
-2% -$86.2K 0.97% 32
2022
Q3 		$4.42M Buy
18,973
+386
+2% +$102K 0.99% 34
2022
Q2 		$4.77M Buy
18,587
+2,094
+13% +$568K 1.05% 34
2022
Q1 		$5.08M Sell
16,493
-298
-2% -$89.7K 0.99% 34
2021
Q4 		$5.65M Buy
16,791
+1,285
+8% +$417K 1.09% 38
2021
Q3 		$4.37M Sell
15,506
-5,096
-25% -$1.48M 0.88% 45
2021
Q2 		$5.58M Buy
20,602
+4,237
+26% +$1.08M 1.07% 35
2021
Q1 		$3.86M Buy
16,365
+1,088
+7% +$252K 0.8% 45
2020
Q4 		$3.4M Buy
+15,277
New +$3.28M 0.71% 45

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

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

Destiny Wealth Partners reduced its Microsoft (MSFT) stake by 36% in Q2 2026, selling an estimated $5.99M and leaving 26,866 shares worth $12.5M. The position accounts for 1.76% of the portfolio, ranked #20.

Destiny Wealth Partners first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $18.5M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Destiny Wealth Partners held 26,866 shares of Microsoft worth $12.5M as of Q2 2026.
  • Destiny Wealth Partners sold 14,815 Microsoft shares in Q2 2026, an estimated $5.99M.
  • Microsoft made up 1.76% of Destiny Wealth Partners's portfolio in Q2 2026, its #20 holding.
  • Destiny Wealth Partners first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Destiny Wealth Partners's Microsoft position peaked at $18.5M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.