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Financial Partners Group (Tennessee)’s Microsoft MSFT Stock Holding History

Financial Partners Group (Tennessee)’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
2025
Q2 		$14.3M Buy
28,765
+57
+0.2% +$24.8K 5.18% 1
2025
Q1 		$10.8M Sell
28,708
-1,180
-4% -$481K 4.68% 4
2024
Q4 		$12.6M Sell
29,888
-542
-2% -$231K 5.23% 3
2024
Q3 		$13.1M Sell
30,430
-7
-0% -$2.99K 4.91% 3
2024
Q2 		$13.6M Sell
30,437
-206
-0.7% -$87K 5.28% 2
2024
Q1 		$12.9M Sell
30,643
-94
-0.3% -$38.1K 4.99% 1
2023
Q4 		$11.6M Sell
30,737
-2
-0% -$712 5.23% 2
2023
Q3 		$9.71M Sell
30,739
-267
-0.9% -$88.2K 4.66% 3
2023
Q2 		$10.6M Sell
31,006
-328
-1% -$103K 5.32% 2
2023
Q1 		$9.03M Buy
31,334
+206
+0.7% +$52.5K 4.73% 4
2022
Q4 		$7.47M Buy
+31,128
New +$7.47M 4.41% 5

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Partners Group (Tennessee)'s MSFT Position: Q2 2025 in Review

Financial Partners Group (Tennessee) increased its Microsoft (MSFT) stake by 0.2% in Q2 2025, buying an estimated $24.8K and bringing the position to 28,765 shares worth $14.3M. The position accounts for 5.18% of the portfolio, ranked #1.

Financial Partners Group (Tennessee) first reported a position in MSFT in Q4 2022 and has held it in 11 quarters since. 5,815 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

  • Financial Partners Group (Tennessee) held 28,765 shares of Microsoft worth $14.3M as of Q2 2025.
  • Financial Partners Group (Tennessee) bought 57 Microsoft shares in Q2 2025, an estimated $24.8K.
  • Microsoft made up 5.18% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #1 holding.
  • Financial Partners Group (Tennessee) first reported a position in Microsoft in Q4 2022 and has held it in 11 quarters since.
  • 5,815 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.