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 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

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Partners Wealth Management reduced its Microsoft (MSFT) stake by 0.92% in Q2 2026, selling an estimated $18.6K and leaving 4,951 shares worth $1.85M. The position accounts for 1.81% of the portfolio, ranked #11.

Partners Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.59M in Q3 2025. 1,912 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Partners Wealth Management held 4,951 shares of Microsoft worth $1.85M as of Q2 2026.
Partners Wealth Management sold 46 Microsoft shares in Q2 2026, an estimated $18.6K.
Microsoft made up 1.81% of Partners Wealth Management's portfolio in Q2 2026, its #11 holding.
Partners Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Partners Wealth Management's Microsoft position peaked at $2.59M in Q3 2025.
1,912 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.