EPIQ Partners
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EPIQ Partners’s Microsoft MSFT Stock Holding History

EPIQ 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 		$1.4M Hold
2,720
– – 0.6% 39
2026
Q2 		$1.01M Sell
2,720
-31
-1% -$12.5K 0.43% 44
2026
Q1 		$1.02M Buy
2,751
+35
+1% +$14.6K 0.48% 45
2025
Q4 		$1.31M Hold
2,716
– – 0.61% 42
2025
Q3 		$1.41M Hold
2,716
– – 0.66% 38
2025
Q2 		$1.35M Hold
2,716
– – 0.69% 37
2025
Q1 		$1.02M Sell
2,716
-253
-9% -$103K 0.54% 44
2024
Q4 		$1.25M Hold
2,969
– – 0.68% 37
2024
Q3 		$1.28M Sell
2,969
-155
-5% -$66.3K 0.71% 34
2024
Q2 		$1.4M Hold
3,124
– – 0.94% 31
2024
Q1 		$1.31M Buy
3,124
+1,116
+56% +$452K 0.87% 34
2023
Q4 		$755K Sell
2,008
-130
-6% -$46.3K 0.54% 40
2023
Q3 		$675K Hold
2,138
– – 0.51% 41
2023
Q2 		$728K Buy
2,138
+28
+1% +$8.78K 0.49% 39
2023
Q1 		$608K Buy
2,110
+20
+1% +$5.1K 0.42% 45
2022
Q4 		$501K Hold
2,090
– – 0.33% 52
2022
Q3 		$487K Buy
2,090
+200
+11% +$52.8K 0.3% 55
2022
Q2 		$485K Hold
1,890
– – 0.3% 58
2022
Q1 		$583K Buy
1,890
+294
+18% +$88.5K 0.31% 56
2021
Q4 		$537K Sell
1,596
-831
-34% -$269K 0.29% 57
2021
Q3 		$684K Hold
2,427
– – 0.32% 57
2021
Q2 		$657K Buy
2,427
+74
+3% +$18.8K 0.33% 52
2021
Q1 		$555K Sell
2,353
-350
-13% -$81.2K 0.32% 50
2020
Q4 		$601K Buy
2,703
+922
+52% +$198K 0.42% 45
2020
Q3 		$383K Buy
1,781
+550
+45% +$116K 0.29% 52
2020
Q2 		$251K Buy
+1,231
New +$223K 0.23% 55

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

EPIQ Partners's MSFT Position: Q3 2026 in Review

EPIQ Partners held its Microsoft (MSFT) position steady in Q3 2026 at 2,720 shares worth $1.4M. The position accounts for 0.6% of the portfolio, ranked #39.

EPIQ Partners first reported a position in MSFT in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.41M in Q3 2025. 2,025 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • EPIQ Partners held 2,720 shares of Microsoft worth $1.4M as of Q3 2026.
  • EPIQ Partners left its Microsoft share count unchanged in Q3 2026.
  • Microsoft made up 0.6% of EPIQ Partners's portfolio in Q3 2026, its #39 holding.
  • EPIQ Partners first reported a position in Microsoft in Q2 2020 and has held it in 26 quarters since.
  • EPIQ Partners's Microsoft position peaked at $1.41M in Q3 2025.
  • 2,025 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on EPIQ Partners's 13F filing for Q3 2026, filed 7 Oct 2026.