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Firethorn Wealth Partners’s Microsoft MSFT Stock Holding History

Firethorn 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
Q3 		$5.35M Buy
10,438
+75
+0.7% +$34.7K 1.71% 10
2026
Q2 		$3.87M Buy
10,363
+739
+8% +$299K 1.25% 18
2026
Q1 		$3.56M Buy
9,624
+185
+2% +$77.4K 1.31% 17
2025
Q4 		$4.56M Sell
9,439
-66
-0.7% -$33.1K 1.71% 13
2025
Q3 		$4.92M Sell
9,505
-82
-0.9% -$41.8K 1.94% 13
2025
Q2 		$4.77M Sell
9,587
-862
-8% -$374K 2.07% 12
2025
Q1 		$3.92M Buy
10,449
+714
+7% +$291K 1.87% 13
2024
Q4 		$4.1M Buy
9,735
+153
+2% +$65.2K 2.04% 13
2024
Q3 		$4.12M Buy
9,582
+446
+5% +$191K 2.09% 13
2024
Q2 		$4.08M Sell
9,136
-33
-0.4% -$13.9K 2.31% 10
2024
Q1 		$3.86M Buy
9,169
+376
+4% +$152K 2.27% 9
2023
Q4 		$3.31M Buy
8,793
+790
+10% +$281K 2.17% 9
2023
Q3 		$2.53M Sell
8,003
-34
-0.4% -$11.2K 1.94% 12
2023
Q2 		$2.74M Sell
8,037
-76
-0.9% -$23.8K 2.04% 14
2023
Q1 		$2.48M Sell
8,113
-198
-2% -$50.5K 1.94% 14
2022
Q4 		$1.99M Buy
8,311
+506
+6% +$121K 1.68% 11
2022
Q3 		$1.82M Sell
7,805
-505
-6% -$133K 1.69% 12
2022
Q2 		$2.31M Buy
8,310
+94
+1% +$25.5K 1.87% 12
2022
Q1 		$2.53M Buy
8,216
+172
+2% +$51.7K 1.92% 11
2021
Q4 		$2.71M Buy
+8,044
New +$2.61M 2.02% 11
2021
Q2 		$1.98M Sell
7,308
-65
-0.9% -$16.5K 1.66% 14
2021
Q1 		$1.74M Buy
7,373
+457
+7% +$106K 1.62% 11
2020
Q4 		$1.54M Buy
+6,916
New +$1.49M 1.66% 16

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Firethorn Wealth Partners's MSFT Position: Q3 2026 in Review

Firethorn Wealth Partners increased its Microsoft (MSFT) stake by 0.72% in Q3 2026, buying an estimated $34.7K and bringing the position to 10,438 shares worth $5.35M. The position accounts for 1.71% of the portfolio, ranked #10.

Firethorn Wealth Partners first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. 808 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Firethorn Wealth Partners held 10,438 shares of Microsoft worth $5.35M as of Q3 2026.
  • Firethorn Wealth Partners bought 75 Microsoft shares in Q3 2026, an estimated $34.7K.
  • Microsoft made up 1.71% of Firethorn Wealth Partners's portfolio in Q3 2026, its #10 holding.
  • Firethorn Wealth Partners first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • 808 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Firethorn Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.