Impact Partnership Wealth
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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
Q3 		$7.15M Buy
13,937
+2,190
+19% +$1.01M 0.63% 26
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

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

Impact Partnership Wealth's MSFT Position: Q3 2026 in Review

Impact Partnership Wealth increased its Microsoft (MSFT) stake by 19% in Q3 2026, buying an estimated $1.01M and bringing the position to 13,937 shares worth $7.15M. The position accounts for 0.63% of the portfolio, ranked #26.

Impact Partnership Wealth first reported a position in MSFT in Q2 2023 and has held it in 14 quarters since. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Impact Partnership Wealth held 13,937 shares of Microsoft worth $7.15M as of Q3 2026.
  • Impact Partnership Wealth bought 2,190 Microsoft shares in Q3 2026, an estimated $1.01M.
  • Microsoft made up 0.63% of Impact Partnership Wealth's portfolio in Q3 2026, its #26 holding.
  • Impact Partnership Wealth first reported a position in Microsoft in Q2 2023 and has held it in 14 quarters since.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.