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Impact Partnership Wealth’s Microsoft MSFT Stock Holding History

Impact Partnership Wealth’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 		$4.38M Buy
11,747
+1,043
+10% +$422K 0.43% 29
2026
Q1 		$3.96M Buy
10,704
+1,767
+20% +$739K 0.49% 29
2025
Q4 		$4.32M Buy
8,937
+1,766
+25% +$885K 0.55% 24
2025
Q3 		$3.71M Buy
7,171
+1,086
+18% +$554K 0.55% 24
2025
Q2 		$3.03M Buy
6,085
+1,134
+23% +$492K 0.56% 26
2025
Q1 		$1.86M Buy
4,951
+14
+0.3% +$5.71K 0.4% 27
2024
Q4 		$2.08M Buy
4,937
+1,200
+32% +$511K 0.42% 29
2024
Q3 		$1.61M Sell
3,737
-193
-5% -$82.5K 0.36% 30
2024
Q2 		$1.76M Buy
3,930
+1,514
+63% +$639K 0.46% 28
2024
Q1 		$1.02M Buy
2,416
+147
+6% +$59.5K 0.4% 29
2023
Q4 		$853K Sell
2,269
-4,003
-64% -$1.42M 0.31% 39
2023
Q3 		$1.98M Buy
6,272
+3,591
+134% +$1.19M 0.62% 20
2023
Q2 		$913K Buy
+2,681
New +$840K 0.32% 32

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

Impact Partnership Wealth's MSFT Position: Q2 2026 in Review

Impact Partnership Wealth increased its Microsoft (MSFT) stake by 9.7% in Q2 2026, buying an estimated $422K and bringing the position to 11,747 shares worth $4.38M. The position accounts for 0.43% of the portfolio, ranked #29.

Impact Partnership Wealth first reported a position in MSFT in Q2 2023 and has held it in 13 quarters since. 6,241 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Impact Partnership Wealth held 11,747 shares of Microsoft worth $4.38M as of Q2 2026.
  • Impact Partnership Wealth bought 1,043 Microsoft shares in Q2 2026, an estimated $422K.
  • Microsoft made up 0.43% of Impact Partnership Wealth's portfolio in Q2 2026, its #29 holding.
  • Impact Partnership Wealth first reported a position in Microsoft in Q2 2023 and has held it in 13 quarters since.
  • 6,241 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.