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FAS Wealth Partners’s Microsoft MSFT Stock Holding History

FAS 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 		– Hold
0
– – – 399
2021
Q4 		– Sell
-1,000
Closed -$282K – 415
2021
Q3 		$282K Buy
+1,000
New +$291K 0.03% 246

Other funds holding MSFT

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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

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

FAS Wealth Partners increased its Microsoft (MSFT) stake by 4.8% in Q2 2026, buying an estimated $961K and bringing the position to 51,492 shares worth $19.2M. The position accounts for 1% of the portfolio, ranked #28.

FAS Wealth Partners first reported a position in MSFT in Q4 2013 and has held it in 51 quarters since. The position peaked at $23.6M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • FAS Wealth Partners held 51,492 shares of Microsoft worth $19.2M as of Q2 2026.
  • FAS Wealth Partners bought 2,376 Microsoft shares in Q2 2026, an estimated $961K.
  • Microsoft made up 1% of FAS Wealth Partners's portfolio in Q2 2026, its #28 holding.
  • FAS Wealth Partners first reported a position in Microsoft in Q4 2013 and has held it in 51 quarters since.
  • FAS Wealth Partners's Microsoft position peaked at $23.6M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.