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	$3.06M	Buy	+8,200	New	+$3.32M	﹤0.01%	1165
2026 Q1	–	Sell	-10,500	Closed	-$5.08M	–	2762
2025 Q4	$5.08M	Buy	10,500 +3,000	+40%	+$1.5M	0.01%	932
2025 Q3	$3.88M	Hold	7,500	–	–	0.01%	824
2025 Q2	$3.73M	Sell	7,500 -3,000	-29%	-$1.3M	0.01%	760
2025 Q1	$3.94M	Buy	10,500 +3,000	+40%	+$1.22M	0.01%	696
2024 Q4	$3.16M	Buy	7,500 +1,800	+32%	+$767K	0.01%	738
2024 Q3	$2.45M	Buy	+5,700	New	+$2.44M	0.01%	728

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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.