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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

EPIQ Partners's MSFT Position: Q2 2026 in Review

EPIQ Partners reduced its Microsoft (MSFT) stake by 1.1% in Q2 2026, selling an estimated $12.5K and leaving 2,720 shares worth $1.01M. The position accounts for 0.43% of the portfolio, ranked #44.

EPIQ Partners first reported a position in MSFT in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.41M in Q3 2025. 1,485 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • EPIQ Partners held 2,720 shares of Microsoft worth $1.01M as of Q2 2026.
  • EPIQ Partners sold 31 Microsoft shares in Q2 2026, an estimated $12.5K.
  • Microsoft made up 0.43% of EPIQ Partners's portfolio in Q2 2026, its #44 holding.
  • EPIQ Partners first reported a position in Microsoft in Q2 2020 and has held it in 25 quarters since.
  • EPIQ Partners's Microsoft position peaked at $1.41M in Q3 2025.
  • 1,485 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.