Morey & Quinn Wealth Partners’s Microsoft MSFT Stock Holding History

Morey & Quinn 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	$3.25M	Sell	8,720 -251	-3%	-$102K	2.09%	11
2026 Q1	$3.32M	Buy	8,971 +470	+6%	+$197K	2.36%	9
2025 Q4	$4.11M	Buy	8,501 +12	+0.1%	+$6.01K	2.95%	6
2025 Q3	$4.4M	Buy	8,489 +150	+2%	+$76.5K	3.24%	5
2025 Q2	$4.15M	Buy	8,339 +35	+0.4%	+$15.2K	3.32%	5
2025 Q1	$3.12M	Buy	8,304 +145	+2%	+$59.1K	2.58%	7
2024 Q4	$3.44M	Buy	+8,159	New	+$3.48M	2.92%	8

Other funds holding MSFT

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Morey & Quinn Wealth Partners's MSFT Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its Microsoft (MSFT) stake by 2.8% in Q2 2026, selling an estimated $102K and leaving 8,720 shares worth $3.25M. The position accounts for 2.09% of the portfolio, ranked #11.

Morey & Quinn Wealth Partners first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.4M in Q3 2025. 2,335 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Morey & Quinn Wealth Partners held 8,720 shares of Microsoft worth $3.25M as of Q2 2026.
Morey & Quinn Wealth Partners sold 251 Microsoft shares in Q2 2026, an estimated $102K.
Microsoft made up 2.09% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #11 holding.
Morey & Quinn Wealth Partners first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Morey & Quinn Wealth Partners's Microsoft position peaked at $4.4M in Q3 2025.
2,335 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.