Life Planning Partners’s Microsoft MSFT Stock Holding History

Life Planning 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	$283K	Buy	759 +20	+3%	+$8.09K	0.21%	60
2026 Q1	$273K	Buy	739 +213	+40%	+$89.1K	0.21%	61
2025 Q4	$254K	Sell	526 -65	-11%	-$32.6K	0.19%	61
2025 Q3	$306K	Hold	591	–	–	0.22%	56
2025 Q2	$294K	Hold	591	–	–	0.23%	57
2025 Q1	$222K	Buy	591 +51	+9%	+$20.8K	0.2%	59
2024 Q4	$228K	Buy	540 +26	+5%	+$11.1K	0.21%	55
2024 Q3	$221K	Buy	514 +45	+10%	+$19.2K	0.2%	55
2024 Q2	$210K	Buy	+469	New	+$198K	0.19%	58
2024 Q1	–	Sell	-389	Closed	-$146K	–	170
2023 Q4	$146K	Buy	+389	New	+$138K	0.14%	66
2022 Q3	$691K	Hold	2,967	–	–	0.79%	27
2022 Q2	$762K	Hold	2,967	–	–	0.86%	26
2022 Q1	$915K	Hold	2,967	–	–	0.93%	26
2021 Q4	$998K	Buy	+2,967	New	+$962K	1%	24

Other funds holding MSFT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Life Planning Partners's MSFT Position: Q2 2026 in Review

Life Planning Partners increased its Microsoft (MSFT) stake by 2.7% in Q2 2026, buying an estimated $8.09K and bringing the position to 759 shares worth $283K. The position accounts for 0.21% of the portfolio, ranked #60.

Life Planning Partners first reported a position in MSFT in Q4 2021 and has held it in 14 quarters since. The position peaked at $998K in Q4 2021. 3,637 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Life Planning Partners held 759 shares of Microsoft worth $283K as of Q2 2026.
Life Planning Partners bought 20 Microsoft shares in Q2 2026, an estimated $8.09K.
Microsoft made up 0.21% of Life Planning Partners's portfolio in Q2 2026, its #60 holding.
Life Planning Partners first reported a position in Microsoft in Q4 2021 and has held it in 14 quarters since.
Life Planning Partners's Microsoft position peaked at $998K in Q4 2021.
3,637 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.