MYCIO Wealth Partners’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-718
Closed -$266K 51
2026
Q1
$266K Buy
718
+12
+2% +$5.02K 0.05% 42
2025
Q4
$341K Buy
706
+15
+2% +$7.52K 0.07% 36
2025
Q3
$358K Hold
691
0.08% 36
2025
Q2
$344K Hold
691
0.08% 36
2025
Q1
$259K Hold
691
0.06% 40
2024
Q4
$291K Sell
691
-88
-11% -$37.5K 0.07% 42
2024
Q3
$335K Hold
779
0.08% 39
2024
Q2
$348K Hold
779
0.09% 36
2024
Q1
$328K Hold
779
0.08% 37
2023
Q4
$293K Buy
779
+38
+5% +$13.5K 0.08% 38
2023
Q3
$234K Buy
+741
New +$245K 0.07% 40
2020
Q1
Sell
-44,714
Closed -$7.05M 260
2019
Q4
$7.05M Buy
44,714
+2,046
+5% +$301K 0.46% 30
2019
Q3
$5.93M Sell
42,668
-1,428
-3% -$196K 0.44% 33
2019
Q2
$5.91M Sell
44,096
-349
-0.8% -$44.3K 0.46% 31
2019
Q1
$5.24M Sell
44,445
-944
-2% -$103K 0.43% 33
2018
Q4
$4.61M Buy
45,389
+782
+2% +$83.8K 0.43% 36
2018
Q3
$5.1M Buy
44,607
+3,125
+8% +$339K 0.49% 28
2018
Q2
$4.09M Sell
41,482
-2,330
-5% -$226K 0.42% 30
2018
Q1
$4M Sell
43,812
-4,180
-9% -$382K 0.45% 27
2017
Q4
$4.11M Buy
47,992
+4,111
+9% +$337K 0.44% 28
2017
Q3
$3.27M Buy
43,881
+244
+0.6% +$17.8K 0.37% 30
2017
Q2
$3.01M Sell
43,637
-5,902
-12% -$405K 0.35% 31
2017
Q1
$3.26M Buy
49,539
+9,545
+24% +$612K 0.4% 31
2016
Q4
$2.48M Buy
39,994
+4,756
+13% +$286K 0.33% 34
2016
Q3
$2.03M Buy
35,238
+2,030
+6% +$115K 0.33% 31
2016
Q2
$1.7M Sell
33,208
-1,612
-5% -$83.8K 0.29% 33
2016
Q1
$1.92M Buy
34,820
+5,040
+17% +$264K 0.34% 30
2015
Q4
$1.65M Sell
29,780
-780
-3% -$41K 0.29% 34
2015
Q3
$1.35M Sell
30,560
-364
-1% -$16.3K 0.28% 34
2015
Q2
$1.36M Buy
30,924
+1,270
+4% +$57.9K 0.27% 36
2015
Q1
$1.21M Buy
29,654
+1,554
+6% +$67.7K 0.25% 40
2014
Q4
$1.3M Buy
28,100
+1,921
+7% +$90.2K 0.28% 38
2014
Q3
$1.21M Sell
26,179
-2,625
-9% -$117K 0.28% 39
2014
Q2
$1.2M Buy
28,804
+374
+1% +$15.1K 0.27% 39
2014
Q1
$1.17M Buy
28,430
+850
+3% +$31.9K 0.28% 39
2013
Q4
$1.03M Buy
27,580
+1,791
+7% +$65.1K 0.26% 44
2013
Q3
$858K Buy
25,789
+3,229
+14% +$106K 0.23% 48
2013
Q2
$779K Buy
+22,560
New +$739K 0.22% 44

Other funds holding MSFT

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

MYCIO Wealth Partners sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 718 shares — an estimated $266K sold.

MYCIO Wealth Partners first reported a position in MSFT in Q2 2013 and held it in 38 quarters. The position peaked at $7.05M in Q4 2019. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • MYCIO Wealth Partners reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
  • MYCIO Wealth Partners sold 718 Microsoft shares in Q2 2026, an estimated $266K.
  • MYCIO Wealth Partners first reported a position in Microsoft in Q2 2013 and held it in 38 quarters.
  • MYCIO Wealth Partners's Microsoft position peaked at $7.05M in Q4 2019.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on MYCIO Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.