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EnRich Financial Partners’s Microsoft MSFT Stock Holding History

EnRich Financial 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 		$536K Sell
1,436
-98
-6% -$39.7K 0.13% 40
2026
Q1 		$568K Hold
1,534
– – 0.15% 35
2025
Q4 		$742K Buy
1,534
+68
+5% +$34.1K 0.2% 31
2025
Q3 		$760K Sell
1,466
-79
-5% -$40.3K 0.22% 30
2025
Q2 		$768K Buy
1,545
+76
+5% +$33K 0.24% 28
2025
Q1 		$551K Sell
1,469
-6
-0.4% -$2.45K 0.19% 32
2024
Q4 		$622K Hold
1,475
– – 0.21% 32
2024
Q3 		$635K Hold
1,475
– – 0.21% 30
2024
Q2 		$659K Buy
1,475
+3
+0.2% +$1.27K 0.24% 29
2024
Q1 		$619K Hold
1,472
– – 0.23% 27
2023
Q4 		$553K Buy
+1,472
New +$524K 0.23% 28

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

EnRich Financial Partners's MSFT Position: Q2 2026 in Review

EnRich Financial Partners reduced its Microsoft (MSFT) stake by 6.4% in Q2 2026, selling an estimated $39.7K and leaving 1,436 shares worth $536K. The position accounts for 0.13% of the portfolio, ranked #40.

EnRich Financial Partners first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $768K in Q2 2025. 6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • EnRich Financial Partners held 1,436 shares of Microsoft worth $536K as of Q2 2026.
  • EnRich Financial Partners sold 98 Microsoft shares in Q2 2026, an estimated $39.7K.
  • Microsoft made up 0.13% of EnRich Financial Partners's portfolio in Q2 2026, its #40 holding.
  • EnRich Financial Partners first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • EnRich Financial Partners's Microsoft position peaked at $768K in Q2 2025.
  • 6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.