Moller Wealth Partners’s Microsoft MSFT Stock Holding History

Moller 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	$257K	Sell	502 -518	-51%	-$240K	0.05%	63
2026 Q2	$380K	Buy	+1,020	New	+$413K	0.07%	57
2026 Q1	–	Sell	-497	Closed	-$240K	–	70
2025 Q4	$240K	Sell	497 -1	-0.2%	-$501	0.05%	63
2025 Q3	$258K	Buy	498 +8	+2%	+$4.08K	0.05%	63
2025 Q2	$244K	Buy	+490	New	+$213K	0.05%	65
2020 Q3	–	Sell	-1,212	Closed	-$247K	–	47
2020 Q2	$247K	Buy	+1,212	New	+$220K	0.11%	43
2019 Q1	–	Sell	-4,624	Closed	-$472K	–	65
2018 Q4	$472K	Buy	+4,624	New	+$495K	0.31%	43
2018 Q1	–	Sell	-2,400	Closed	-$205K	–	45
2017 Q4	$205K	Buy	+2,400	New	+$197K	0.08%	47

Other funds holding MSFT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

Moller Wealth Partners reduced its Microsoft (MSFT) stake by 51% in Q3 2026, selling an estimated $240K and leaving 502 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #63.

Moller Wealth Partners first reported a position in MSFT in Q4 2017 and has held it in 8 quarters since. The position peaked at $472K in Q4 2018. 4,980 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Moller Wealth Partners held 502 shares of Microsoft worth $257K as of Q3 2026.
Moller Wealth Partners sold 518 Microsoft shares in Q3 2026, an estimated $240K.
Microsoft made up 0.05% of Moller Wealth Partners's portfolio in Q3 2026, its #63 holding.
Moller Wealth Partners first reported a position in Microsoft in Q4 2017 and has held it in 8 quarters since.
Moller Wealth Partners's Microsoft position peaked at $472K in Q4 2018.
4,980 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Moller Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.