ORG Wealth Partners’s Microsoft MSFT Stock Holding History

ORG 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	$4.08M	Sell	10,941 -366	-3%	-$148K	0.61%	23
2026 Q1	$4.19M	Buy	11,307 +398	+4%	+$167K	0.82%	16
2025 Q4	$5.28M	Sell	10,909 -30	-0.3%	-$15K	1.24%	13
2025 Q3	$5.67M	Buy	10,939 +2,537	+30%	+$1.29M	1.21%	11
2025 Q2	$4.14M	Buy	8,402 +169	+2%	+$73.4K	0.99%	14
2025 Q1	$3.15M	Buy	8,233 +1,724	+26%	+$703K	0.97%	15
2024 Q4	$2.74M	Buy	6,509 +347	+6%	+$148K	0.85%	14
2024 Q3	$2.65M	Buy	+6,162	New	+$2.63M	0.88%	14

Other funds holding MSFT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

ORG Wealth Partners reduced its Microsoft (MSFT) stake by 3.2% in Q2 2026, selling an estimated $148K and leaving 10,941 shares worth $4.08M. The position accounts for 0.61% of the portfolio, ranked #23.

ORG Wealth Partners first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.67M in Q3 2025. 3,229 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

ORG Wealth Partners held 10,941 shares of Microsoft worth $4.08M as of Q2 2026.
ORG Wealth Partners sold 366 Microsoft shares in Q2 2026, an estimated $148K.
Microsoft made up 0.61% of ORG Wealth Partners's portfolio in Q2 2026, its #23 holding.
ORG Wealth Partners first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Microsoft position peaked at $5.67M in Q3 2025.
3,229 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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