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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Innova Wealth Partners's MSFT Position: Q2 2026 in Review

Innova Wealth Partners increased its Microsoft (MSFT) stake by 3.4% in Q2 2026, buying an estimated $91K and bringing the position to 6,874 shares worth $2.56M. The position accounts for 1.05% of the portfolio, ranked #27.

Innova Wealth Partners first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.16M in Q4 2025. 2,892 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Innova Wealth Partners held 6,874 shares of Microsoft worth $2.56M as of Q2 2026.
  • Innova Wealth Partners bought 225 Microsoft shares in Q2 2026, an estimated $91K.
  • Microsoft made up 1.05% of Innova Wealth Partners's portfolio in Q2 2026, its #27 holding.
  • Innova Wealth Partners first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Innova Wealth Partners's Microsoft position peaked at $3.16M in Q4 2025.
  • 2,892 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.