Impact Capital Partners’s Microsoft MSFT Stock Holding History

Impact Capital 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	$13.6M	Sell	36,417 -586	-2%	-$237K	3.71%	3
2026 Q1	$13.7M	Sell	37,003 -3,797	-9%	-$1.59M	4.14%	3
2025 Q4	$19.7M	Buy	40,800 +255	+0.6%	+$128K	5.85%	1
2025 Q3	$21M	Buy	40,545 +2,189	+6%	+$1.12M	6.32%	1
2025 Q2	$19.1M	Buy	38,356 +1,275	+3%	+$554K	6.25%	1
2025 Q1	$13.9M	Buy	37,081 +507	+1%	+$207K	5.04%	1
2024 Q4	$15.4M	Buy	+36,574	New	+$15.6M	5.49%	1

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Impact Capital Partners's MSFT Position: Q2 2026 in Review

Impact Capital Partners reduced its Microsoft (MSFT) stake by 1.6% in Q2 2026, selling an estimated $237K and leaving 36,417 shares worth $13.6M. The position accounts for 3.71% of the portfolio, ranked #3.

Impact Capital Partners first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $21M in Q3 2025. 1,585 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Impact Capital Partners held 36,417 shares of Microsoft worth $13.6M as of Q2 2026.
Impact Capital Partners sold 586 Microsoft shares in Q2 2026, an estimated $237K.
Microsoft made up 3.71% of Impact Capital Partners's portfolio in Q2 2026, its #3 holding.
Impact Capital Partners first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Impact Capital Partners's Microsoft position peaked at $21M in Q3 2025.
1,585 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.