E-Wealth Partners’s Microsoft MSFT Stock Holding History

E-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	$545K	Sell	1,462 -1,328	-48%	-$537K	0.39%	33
2026 Q1	$1.03M	Buy	2,790 +893	+47%	+$374K	0.83%	21
2025 Q4	$918K	Buy	+1,897	New	+$951K	0.77%	23

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

E-Wealth Partners's MSFT Position: Q2 2026 in Review

E-Wealth Partners reduced its Microsoft (MSFT) stake by 48% in Q2 2026, selling an estimated $537K and leaving 1,462 shares worth $545K. The position accounts for 0.39% of the portfolio, ranked #33.

E-Wealth Partners first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q1 2026. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

E-Wealth Partners held 1,462 shares of Microsoft worth $545K as of Q2 2026.
E-Wealth Partners sold 1,328 Microsoft shares in Q2 2026, an estimated $537K.
Microsoft made up 0.39% of E-Wealth Partners's portfolio in Q2 2026, its #33 holding.
E-Wealth Partners first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
E-Wealth Partners's Microsoft position peaked at $1.03M in Q1 2026.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.