Partners Wealth Management
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Partners Wealth Management’s Microsoft MSFT Stock Holding History

Partners Wealth Management’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 		$14M Buy
27,229
+22,278
+450% +$10.3M 1.45% 12
2026
Q2 		$1.85M Sell
4,951
-46
-0.9% -$18.6K 1.81% 11
2026
Q1 		$1.85M Buy
4,997
+56
+1% +$23.4K 1.91% 13
2025
Q4 		$2.39M Sell
4,941
-63
-1% -$31.6K 2.5% 9
2025
Q3 		$2.59M Sell
5,004
-569
-10% -$290K 2.56% 6
2025
Q2 		$2.13M Hold
5,573
– – 2.42% 10
2025
Q1 		$2.09M Sell
5,573
-9
-0.2% -$3.67K 2.37% 9
2024
Q4 		$2.35M Buy
+5,582
New +$2.38M 2.68% 4

Other funds holding MSFT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

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

Partners Wealth Management increased its Microsoft (MSFT) stake by 450% in Q3 2026, buying an estimated $10.3M and bringing the position to 27,229 shares worth $14M. The position accounts for 1.45% of the portfolio, ranked #12.

Partners Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Partners Wealth Management held 27,229 shares of Microsoft worth $14M as of Q3 2026.
  • Partners Wealth Management bought 22,278 Microsoft shares in Q3 2026, an estimated $10.3M.
  • Microsoft made up 1.45% of Partners Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Partners Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.