Focus Partners Wealth
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Focus Partners Wealth’s Microsoft MSFT Stock Holding History

Focus Partners Wealth’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 		$1.9B Sell
5,084,517
-233,884
-4% -$94.6M 1.94% 4
2026
Q1 		$1.97B Buy
5,318,401
+883,984
+20% +$370M 2.19% 3
2025
Q4 		$2.15B Buy
4,434,417
+1,632,442
+58% +$818M 2.45% 2
2025
Q3 		$1.45B Buy
2,801,975
+70,583
+3% +$36M 2.34% 5
2025
Q2 		$1.36B Buy
2,731,392
+49,128
+2% +$21.3M 2.94% 2
2025
Q1 		$1.01B Buy
2,682,264
+68,926
+3% +$28.1M 2.52% 3
2024
Q4 		$1.1B Buy
2,613,338
+771,412
+42% +$329M 2.86% 3
2024
Q3 		$793M Sell
1,841,926
-1,915,416
-51% -$819M 2.52% 3
2024
Q2 		$1.68B Buy
3,757,342
+2,634,090
+235% +$1.11B 5.65% 1
2024
Q1 		$473M Buy
1,123,252
+476,926
+74% +$193M 3.84% 1
2023
Q4 		$243M Buy
+646,326
New +$230M 3.18% 3

Other funds holding MSFT

BlackRock
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

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

Focus Partners Wealth reduced its Microsoft (MSFT) stake by 4.4% in Q2 2026, selling an estimated $94.6M and leaving 5,084,517 shares worth $1.9B. The position accounts for 1.94% of the portfolio, ranked #4.

Focus Partners Wealth first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.15B in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Focus Partners Wealth held 5,084,517 shares of Microsoft worth $1.9B as of Q2 2026.
  • Focus Partners Wealth sold 233,884 Microsoft shares in Q2 2026, an estimated $94.6M.
  • Microsoft made up 1.94% of Focus Partners Wealth's portfolio in Q2 2026, its #4 holding.
  • Focus Partners Wealth first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Microsoft position peaked at $2.15B in Q4 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.