Innova Wealth Partners
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Innova Wealth Partners’s Microsoft MSFT Stock Holding History

Innova 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 		$3.7M Buy
7,223
+349
+5% +$161K 1.45% 19
2026
Q2 		$2.56M Buy
6,874
+225
+3% +$91K 1.05% 27
2026
Q1 		$2.46M Buy
6,649
+114
+2% +$47.7K 1.17% 23
2025
Q4 		$3.16M Buy
6,535
+463
+8% +$232K 1.59% 22
2025
Q3 		$3.14M Buy
6,072
+152
+3% +$77.5K 1.7% 22
2025
Q2 		$2.94M Buy
5,920
+73
+1% +$31.7K 1.73% 21
2025
Q1 		$2.2M Buy
5,847
+86
+1% +$35.1K 1.36% 22
2024
Q4 		$2.43M Buy
5,761
+2,708
+89% +$1.15M 1.53% 21
2024
Q3 		$1.31M Sell
3,053
-2,314
-43% -$989K 1.08% 25
2024
Q2 		$2.4M Buy
5,367
+415
+8% +$175K 1.72% 20
2024
Q1 		$2.08M Buy
4,952
+713
+17% +$289K 1.61% 21
2023
Q4 		$1.59M Buy
4,239
+25
+0.6% +$8.9K 1.37% 19
2023
Q3 		$1.33M Sell
4,214
-22
-0.5% -$7.27K 1.2% 17
2023
Q2 		$1.44M Buy
4,236
+337
+9% +$106K 1.23% 21
2023
Q1 		$1.12M Buy
3,899
+21
+0.5% +$5.36K 0.99% 19
2022
Q4 		$930K Sell
3,878
-100
-3% -$24K 0.82% 23
2022
Q3 		$926K Buy
3,978
+10
+0.3% +$2.64K 0.84% 13
2022
Q2 		$1.02M Buy
3,968
+100
+3% +$27.1K 0.86% 12
2022
Q1 		$1.19M Buy
3,868
+350
+10% +$105K 0.86% 22
2021
Q4 		$1.18M Buy
3,518
+5
+0.1% +$1.62K 0.84% 24
2021
Q3 		$990K Hold
3,513
– – 0.78% 28
2021
Q2 		$952K Buy
3,513
+25
+0.7% +$6.36K 0.75% 29
2021
Q1 		$822K Buy
3,488
+50
+1% +$11.6K 0.7% 31
2020
Q4 		$765K Buy
+3,438
New +$739K 0.71% 30

Other funds holding MSFT

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
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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

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

Innova Wealth Partners increased its Microsoft (MSFT) stake by 5.1% in Q3 2026, buying an estimated $161K and bringing the position to 7,223 shares worth $3.7M. The position accounts for 1.45% of the portfolio, ranked #19.

Innova Wealth Partners first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Innova Wealth Partners held 7,223 shares of Microsoft worth $3.7M as of Q3 2026.
  • Innova Wealth Partners bought 349 Microsoft shares in Q3 2026, an estimated $161K.
  • Microsoft made up 1.45% of Innova Wealth Partners's portfolio in Q3 2026, its #19 holding.
  • Innova Wealth Partners first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • 3,890 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Innova Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.