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Gen-Wealth Partners’s Microsoft MSFT Stock Holding History

Gen-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 		$3.15M Buy
8,442
+327
+4% +$132K 0.88% 22
2026
Q1 		$3M Buy
8,115
+754
+10% +$316K 0.95% 22
2025
Q4 		$3.56M Buy
7,361
+542
+8% +$272K 1.14% 14
2025
Q3 		$3.53M Buy
6,819
+305
+5% +$156K 1.19% 13
2025
Q2 		$3.24M Sell
6,514
-95
-1% -$41.3K 1.25% 12
2025
Q1 		$2.48M Buy
6,609
+198
+3% +$80.7K 1.04% 13
2024
Q4 		$2.7M Sell
6,411
-504
-7% -$215K 1.16% 12
2024
Q3 		$2.99M Buy
6,915
+656
+10% +$280K 1.31% 11
2024
Q2 		$2.8M Buy
6,259
+155
+3% +$65.5K 1.35% 8
2024
Q1 		$2.57M Buy
+6,104
New +$2.47M 1.27% 11

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

Gen-Wealth Partners's MSFT Position: Q2 2026 in Review

Gen-Wealth Partners increased its Microsoft (MSFT) stake by 4% in Q2 2026, buying an estimated $132K and bringing the position to 8,442 shares worth $3.15M. The position accounts for 0.88% of the portfolio, ranked #22.

Gen-Wealth Partners first reported a position in MSFT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.56M in Q4 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Gen-Wealth Partners held 8,442 shares of Microsoft worth $3.15M as of Q2 2026.
  • Gen-Wealth Partners bought 327 Microsoft shares in Q2 2026, an estimated $132K.
  • Microsoft made up 0.88% of Gen-Wealth Partners's portfolio in Q2 2026, its #22 holding.
  • Gen-Wealth Partners first reported a position in Microsoft in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Microsoft position peaked at $3.56M in Q4 2025.
  • 6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.