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Gateway Wealth Partners’s Microsoft MSFT Stock Holding History

Gateway 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 		$15.1M Sell
40,443
-20,474
-34% -$8.28M 0.9% 13
2026
Q1 		$22.5M Buy
60,917
+41,850
+219% +$17.5M 0.88% 16
2025
Q4 		$9.22M Buy
19,067
+2,248
+13% +$1.13M 1.03% 19
2025
Q3 		$8.71M Buy
16,819
+557
+3% +$284K 1.18% 17
2025
Q2 		$8.09M Buy
16,262
+911
+6% +$396K 1.53% 6
2025
Q1 		$5.76M Buy
15,351
+615
+4% +$251K 1.29% 12
2024
Q4 		$6.21M Buy
14,736
+868
+6% +$370K 1.61% 9
2024
Q3 		$5.97M Buy
13,868
+321
+2% +$137K 1.64% 9
2024
Q2 		$6.05M Buy
13,547
+3,782
+39% +$1.6M 1.83% 8
2024
Q1 		$4.11M Buy
9,765
+1,516
+18% +$614K 1.47% 15
2023
Q4 		$3.1M Sell
8,249
-5,387
-40% -$1.92M 1.25% 19
2023
Q3 		$4.31M Buy
13,636
+973
+8% +$322K 0.78% 27
2023
Q2 		$4.31M Buy
12,663
+2,058
+19% +$645K 0.77% 25
2023
Q1 		$3.06M Buy
10,605
+431
+4% +$110K 0.47% 39
2022
Q4 		$2.44M Buy
+10,174
New +$2.44M 0.42% 42

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

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

Gateway Wealth Partners reduced its Microsoft (MSFT) stake by 34% in Q2 2026, selling an estimated $8.28M and leaving 40,443 shares worth $15.1M. The position accounts for 0.9% of the portfolio, ranked #13.

Gateway Wealth Partners first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $22.5M in Q1 2026. 6,252 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Gateway Wealth Partners held 40,443 shares of Microsoft worth $15.1M as of Q2 2026.
  • Gateway Wealth Partners sold 20,474 Microsoft shares in Q2 2026, an estimated $8.28M.
  • Microsoft made up 0.9% of Gateway Wealth Partners's portfolio in Q2 2026, its #13 holding.
  • Gateway Wealth Partners first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's Microsoft position peaked at $22.5M in Q1 2026.
  • 6,252 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.