Essential Partners’s Microsoft MSFT Stock Holding History

Essential 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	$1.67M	Sell	4,478 -811	-15%	-$328K	0.77%	16
2026 Q1	$1.96M	Buy	5,289 +2,884	+120%	+$1.21M	0.66%	24
2025 Q4	$1.16M	Sell	2,405 -373	-13%	-$187K	0.36%	71
2025 Q3	$1.44M	Buy	2,778 +993	+56%	+$507K	0.47%	39
2025 Q2	$888K	Buy	+1,785	New	+$775K	0.35%	81

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Essential Partners's MSFT Position: Q2 2026 in Review

Essential Partners reduced its Microsoft (MSFT) stake by 15% in Q2 2026, selling an estimated $328K and leaving 4,478 shares worth $1.67M. The position accounts for 0.77% of the portfolio, ranked #16.

Essential Partners first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.96M in Q1 2026. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Essential Partners held 4,478 shares of Microsoft worth $1.67M as of Q2 2026.
Essential Partners sold 811 Microsoft shares in Q2 2026, an estimated $328K.
Microsoft made up 0.77% of Essential Partners's portfolio in Q2 2026, its #16 holding.
Essential Partners first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
Essential Partners's Microsoft position peaked at $1.96M in Q1 2026.
6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.