IAG Wealth Partners
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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
Q3 		$1.28M Buy
2,494
+258
+12% +$119K 0.12% 72
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

IAG Wealth Partners increased its Microsoft (MSFT) stake by 12% in Q3 2026, buying an estimated $119K and bringing the position to 2,494 shares worth $1.28M. The position accounts for 0.12% of the portfolio, ranked #72.

IAG Wealth Partners first reported a position in MSFT in Q4 2019 and has held it in 28 quarters since. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • IAG Wealth Partners held 2,494 shares of Microsoft worth $1.28M as of Q3 2026.
  • IAG Wealth Partners bought 258 Microsoft shares in Q3 2026, an estimated $119K.
  • Microsoft made up 0.12% of IAG Wealth Partners's portfolio in Q3 2026, its #72 holding.
  • IAG Wealth Partners first reported a position in Microsoft in Q4 2019 and has held it in 28 quarters since.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.