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Family Wealth Partners’s Microsoft MSFT Stock Holding History

Family 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 		$389K Sell
1,044
-472
-31% -$191K 0.12% 68
2026
Q1 		$561K Buy
1,516
+680
+81% +$285K 0.19% 57
2025
Q4 		$404K Sell
836
-37
-4% -$18.5K 0.15% 59
2025
Q3 		$452K Buy
873
+75
+9% +$38.3K 0.17% 55
2025
Q2 		$397K Buy
+798
New +$347K 0.16% 45

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Family Wealth Partners reduced its Microsoft (MSFT) stake by 31% in Q2 2026, selling an estimated $191K and leaving 1,044 shares worth $389K. The position accounts for 0.12% of the portfolio, ranked #68.

Family Wealth Partners first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $561K in Q1 2026. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Family Wealth Partners held 1,044 shares of Microsoft worth $389K as of Q2 2026.
  • Family Wealth Partners sold 472 Microsoft shares in Q2 2026, an estimated $191K.
  • Microsoft made up 0.12% of Family Wealth Partners's portfolio in Q2 2026, its #68 holding.
  • Family Wealth Partners first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
  • Family Wealth Partners's Microsoft position peaked at $561K in Q1 2026.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.