Parkwoods Wealth Partners’s Microsoft MSFT Stock Holding History

Parkwoods 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	$2.95M	Buy	7,895 +2,674	+51%	+$1.08M	0.47%	37
2026 Q1	$1.93M	Buy	5,221 +246	+5%	+$103K	0.47%	29
2025 Q4	$2.41M	Sell	4,975 -101	-2%	-$50.6K	0.71%	22
2025 Q3	$2.63M	Buy	5,076 +1,167	+30%	+$595K	0.9%	15
2025 Q2	$1.94M	Buy	3,909 +403	+11%	+$175K	1.12%	10
2025 Q1	$1.32M	Buy	3,506 +32	+0.9%	+$13K	0.89%	10
2024 Q4	$1.46M	Sell	3,474 -37	-1%	-$15.8K	1.16%	6
2024 Q3	$1.51M	Buy	+3,511	New	+$1.5M	1.24%	6

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Parkwoods Wealth Partners increased its Microsoft (MSFT) stake by 51% in Q2 2026, buying an estimated $1.08M and bringing the position to 7,895 shares worth $2.95M. The position accounts for 0.47% of the portfolio, ranked #37.

Parkwoods Wealth Partners first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Parkwoods Wealth Partners held 7,895 shares of Microsoft worth $2.95M as of Q2 2026.
Parkwoods Wealth Partners bought 2,674 Microsoft shares in Q2 2026, an estimated $1.08M.
Microsoft made up 0.47% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #37 holding.
Parkwoods Wealth Partners first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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