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Equity Wealth Partners’s Microsoft MSFT Stock Holding History

Equity 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 		$386K Buy
1,036
+289
+39% +$117K 0.14% 79
2026
Q1 		$276K Sell
747
-101
-12% -$42.3K 0.18% 67
2025
Q4 		$410K Buy
848
+10
+1% +$5.01K 0.27% 53
2025
Q3 		$434K Buy
+838
New +$427K 0.35% 52

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

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

Equity Wealth Partners increased its Microsoft (MSFT) stake by 39% in Q2 2026, buying an estimated $117K and bringing the position to 1,036 shares worth $386K. The position accounts for 0.14% of the portfolio, ranked #79.

Equity Wealth Partners first reported a position in MSFT in Q3 2025 and has held it in 4 quarters since. The position peaked at $434K in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Equity Wealth Partners held 1,036 shares of Microsoft worth $386K as of Q2 2026.
  • Equity Wealth Partners bought 289 Microsoft shares in Q2 2026, an estimated $117K.
  • Microsoft made up 0.14% of Equity Wealth Partners's portfolio in Q2 2026, its #79 holding.
  • Equity Wealth Partners first reported a position in Microsoft in Q3 2025 and has held it in 4 quarters since.
  • Equity Wealth Partners's Microsoft position peaked at $434K in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Equity Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.