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Forefront Wealth Partners’s Microsoft MSFT Stock Holding History

Forefront 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 		$4.64M Sell
12,430
-340
-3% -$138K 1.44% 12
2026
Q1 		$4.73M Buy
12,770
+2,828
+28% +$1.18M 1.98% 6
2025
Q4 		$4.81M Buy
9,942
+260
+3% +$130K 2.28% 6
2025
Q3 		$5.01M Sell
9,682
-564
-6% -$288K 1.26% 20
2025
Q2 		$4.39M Buy
10,246
+672
+7% +$292K 3.01% 6
2025
Q1 		$3.59M Buy
9,574
+267
+3% +$109K 2.45% 8
2024
Q4 		$3.92M Buy
+9,307
New +$3.96M 2.92% 6

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 $3.38T AUM 44.17% 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

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

Forefront Wealth Partners reduced its Microsoft (MSFT) stake by 2.7% in Q2 2026, selling an estimated $138K and leaving 12,430 shares worth $4.64M. The position accounts for 1.44% of the portfolio, ranked #12.

Forefront Wealth Partners first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.01M in Q3 2025. 6,256 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Forefront Wealth Partners held 12,430 shares of Microsoft worth $4.64M as of Q2 2026.
  • Forefront Wealth Partners sold 340 Microsoft shares in Q2 2026, an estimated $138K.
  • Microsoft made up 1.44% of Forefront Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • Forefront Wealth Partners first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Forefront Wealth Partners's Microsoft position peaked at $5.01M in Q3 2025.
  • 6,256 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.