HWP
MSFT icon

Highline Wealth Partners’s Microsoft MSFT Stock Holding History

Highline 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
Q3 		$14.6M Buy
28,379
+799
+3% +$370K 2.76% 10
2026
Q2 		$10.3M Buy
27,580
+191
+0.7% +$77.3K 2.09% 12
2026
Q1 		$10.1M Sell
27,389
-6,462
-19% -$2.7M 2.59% 11
2025
Q4 		$16.4M Sell
33,851
-637
-2% -$319K 4.61% 7
2025
Q3 		$17.9M Buy
34,488
+11,045
+47% +$5.63M 4.8% 5
2025
Q2 		$11.7M Buy
23,443
+399
+2% +$173K 3.45% 7
2025
Q1 		$8.65M Buy
23,044
+141
+0.6% +$57.5K 2.91% 8
2024
Q4 		$9.7M Buy
22,903
+202
+0.9% +$86K 3.15% 7
2024
Q3 		$9.8M Buy
22,701
+101
+0.4% +$43.2K 3.27% 7
2024
Q2 		$10.1M Buy
22,600
+749
+3% +$316K 3.81% 7
2024
Q1 		$9.19M Buy
21,851
+810
+4% +$328K 3.75% 7
2023
Q4 		$7.91M Buy
21,041
+3,208
+18% +$1.14M 3.83% 7
2023
Q3 		$5.63M Buy
17,833
+511
+3% +$169K 3.48% 8
2023
Q2 		$5.9M Buy
17,322
+2
+0% +$627 3.71% 7
2023
Q1 		$4.99M Buy
17,320
+944
+6% +$241K 3.41% 8
2022
Q4 		$3.93M Hold
16,376
– – 2.9% 7
2022
Q3 		$3.81M Buy
+16,376
New +$4.32M 3.1% 8

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Highline Wealth Partners's MSFT Position: Q3 2026 in Review

Highline Wealth Partners increased its Microsoft (MSFT) stake by 2.9% in Q3 2026, buying an estimated $370K and bringing the position to 28,379 shares worth $14.6M. The position accounts for 2.76% of the portfolio, ranked #10.

Highline Wealth Partners first reported a position in MSFT in Q3 2022 and has held it in 17 quarters since. The position peaked at $17.9M in Q3 2025. 1,354 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Highline Wealth Partners held 28,379 shares of Microsoft worth $14.6M as of Q3 2026.
  • Highline Wealth Partners bought 799 Microsoft shares in Q3 2026, an estimated $370K.
  • Microsoft made up 2.76% of Highline Wealth Partners's portfolio in Q3 2026, its #10 holding.
  • Highline Wealth Partners first reported a position in Microsoft in Q3 2022 and has held it in 17 quarters since.
  • Highline Wealth Partners's Microsoft position peaked at $17.9M in Q3 2025.
  • 1,354 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.