IWP
MSFT icon

IAG Wealth Partners’s Microsoft MSFT Stock Holding History

IAG 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 		$834K Sell
2,236
-29
-1% -$11.7K 0.08% 81
2026
Q1 		$838K Buy
2,265
+66
+3% +$27.6K 0.09% 73
2025
Q4 		$1.06M Sell
2,199
-77
-3% -$38.6K 0.12% 71
2025
Q3 		$1.18M Buy
2,276
+123
+6% +$62.7K 0.14% 67
2025
Q2 		$1.07M Buy
2,153
+105
+5% +$45.6K 0.14% 66
2025
Q1 		$769K Buy
2,048
+66
+3% +$26.9K 0.12% 67
2024
Q4 		$835K Buy
1,982
+51
+3% +$21.7K 0.15% 59
2024
Q3 		$831K Sell
1,931
-9
-0.5% -$3.85K 0.15% 56
2024
Q2 		$867K Buy
1,940
+103
+6% +$43.5K 0.17% 53
2024
Q1 		$773K Buy
1,837
+19
+1% +$7.69K 0.17% 54
2023
Q4 		$684K Sell
1,818
-60
-3% -$21.4K 0.16% 55
2023
Q3 		$593K Sell
1,878
-18
-0.9% -$5.95K 0.17% 49
2023
Q2 		$645K Sell
1,896
-78
-4% -$24.4K 0.17% 49
2023
Q1 		$569K Buy
1,974
+350
+22% +$89.3K 0.16% 47
2022
Q4 		$389K Buy
1,624
+237
+17% +$56.9K 0.11% 53
2022
Q3 		$323K Buy
1,387
+110
+9% +$29K 0.11% 52
2022
Q2 		$328K Sell
1,277
-9
-0.7% -$2.44K 0.11% 52
2022
Q1 		$396K Buy
1,286
+187
+17% +$56.3K 0.12% 48
2021
Q4 		$370K Buy
1,099
+800
+268% +$259K 0.12% 47
2021
Q3 		$85K Hold
299
– – 0.03% 84
2021
Q2 		$81K Buy
299
+15
+5% +$3.81K 0.03% 87
2021
Q1 		$67K Buy
284
+85
+43% +$19.7K 0.03% 95
2020
Q4 		$45K Sell
199
-16
-7% -$3.44K 0.02% 116
2020
Q3 		$46K Sell
215
-33
-13% -$6.93K 0.02% 108
2020
Q2 		$51K Hold
248
– – 0.02% 103
2020
Q1 		$40K Sell
248
-100
-29% -$16.4K 0.03% 101
2019
Q4 		$55K Buy
+348
New +$51.1K 0.04% 102

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

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

IAG Wealth Partners reduced its Microsoft (MSFT) stake by 1.3% in Q2 2026, selling an estimated $11.7K and leaving 2,236 shares worth $834K. The position accounts for 0.08% of the portfolio, ranked #81.

IAG Wealth Partners first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.18M in Q3 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • IAG Wealth Partners held 2,236 shares of Microsoft worth $834K as of Q2 2026.
  • IAG Wealth Partners sold 29 Microsoft shares in Q2 2026, an estimated $11.7K.
  • Microsoft made up 0.08% of IAG Wealth Partners's portfolio in Q2 2026, its #81 holding.
  • IAG Wealth Partners first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • IAG Wealth Partners's Microsoft position peaked at $1.18M in Q3 2025.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.