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Midwest Financial Partners Investments’s Microsoft MSFT Stock Holding History

Midwest Financial Partners Investments’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 		$4.45M Sell
11,942
-534
-4% -$216K 1.85% 14
2026
Q1 		$4.62M Sell
12,476
-158
-1% -$66.1K 2.45% 12
2025
Q4 		$6.11M Buy
+12,634
New +$6.33M 3.4% 9

Other funds holding MSFT

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Midwest Financial Partners Investments's MSFT Position: Q2 2026 in Review

Midwest Financial Partners Investments reduced its Microsoft (MSFT) stake by 4.3% in Q2 2026, selling an estimated $216K and leaving 11,942 shares worth $4.45M. The position accounts for 1.85% of the portfolio, ranked #14.

Midwest Financial Partners Investments first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.11M in Q4 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Midwest Financial Partners Investments held 11,942 shares of Microsoft worth $4.45M as of Q2 2026.
  • Midwest Financial Partners Investments sold 534 Microsoft shares in Q2 2026, an estimated $216K.
  • Microsoft made up 1.85% of Midwest Financial Partners Investments's portfolio in Q2 2026, its #14 holding.
  • Midwest Financial Partners Investments first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Midwest Financial Partners Investments's Microsoft position peaked at $6.11M in Q4 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.