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Essential Investment Partners’s Microsoft MSFT Stock Holding History

Essential Investment 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 		$3.49M Buy
9,349
+221
+2% +$89.4K 2.8% 8
2026
Q1 		$3.38M Buy
9,128
+571
+7% +$239K 3.13% 4
2025
Q4 		$4.14M Buy
+8,557
New +$4.29M 3.89% 2

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Essential Investment Partners's MSFT Position: Q2 2026 in Review

Essential Investment Partners increased its Microsoft (MSFT) stake by 2.4% in Q2 2026, buying an estimated $89.4K and bringing the position to 9,349 shares worth $3.49M. The position accounts for 2.8% of the portfolio, ranked #8.

Essential Investment Partners first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.14M in Q4 2025. 1,669 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Essential Investment Partners held 9,349 shares of Microsoft worth $3.49M as of Q2 2026.
  • Essential Investment Partners bought 221 Microsoft shares in Q2 2026, an estimated $89.4K.
  • Microsoft made up 2.8% of Essential Investment Partners's portfolio in Q2 2026, its #8 holding.
  • Essential Investment Partners first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's Microsoft position peaked at $4.14M in Q4 2025.
  • 1,669 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.