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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
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 		$9.65M Buy
22,903
+202
+0.9% +$86K 3.15% 7
2024
Q3 		$9.77M 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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Highline Wealth Partners increased its Microsoft (MSFT) stake by 0.7% in Q2 2026, buying an estimated $77.3K and bringing the position to 27,580 shares worth $10.3M. The position accounts for 2.09% of the portfolio, ranked #12.

Highline Wealth Partners first reported a position in MSFT in Q3 2022 and has held it in 16 quarters since. The position peaked at $17.9M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Highline Wealth Partners held 27,580 shares of Microsoft worth $10.3M as of Q2 2026.
  • Highline Wealth Partners bought 191 Microsoft shares in Q2 2026, an estimated $77.3K.
  • Microsoft made up 2.09% of Highline Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • Highline Wealth Partners first reported a position in Microsoft in Q3 2022 and has held it in 16 quarters since.
  • Highline Wealth Partners's Microsoft position peaked at $17.9M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.