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Partnership Wealth Management’s Microsoft MSFT Stock Holding History

Partnership 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 		$3.07M Sell
5,978
-77
-1% -$35.6K 2.19% 7
2026
Q2 		$2.26M Hold
6,055
– – 1.53% 13
2026
Q1 		$2.24M Sell
6,055
-2,573
-30% -$1.08M 1.71% 12
2025
Q4 		$4.17M Buy
8,628
+204
+2% +$102K 3% 8
2025
Q3 		$4.36M Sell
8,424
-102
-1% -$52K 3.36% 8
2025
Q2 		$4.24M Buy
8,526
+99
+1% +$43K 3.43% 8
2025
Q1 		$3.16M Sell
8,427
-113
-1% -$46.1K 2.69% 8
2024
Q4 		$3.6M Buy
8,540
+339
+4% +$144K 3% 8
2024
Q3 		$3.53M Sell
8,201
-1,218
-13% -$521K 2.49% 9
2024
Q2 		$4.21M Buy
9,419
+3,217
+52% +$1.36M 3.11% 5
2024
Q1 		$2.61M Buy
6,202
+25
+0.4% +$10.1K 1.83% 11
2023
Q4 		$2.46M Buy
+6,177
New +$2.2M 1.85% 14

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

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

Partnership Wealth Management reduced its Microsoft (MSFT) stake by 1.3% in Q3 2026, selling an estimated $35.6K and leaving 5,978 shares worth $3.07M. The position accounts for 2.19% of the portfolio, ranked #7.

Partnership Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.36M in Q3 2025. 562 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Partnership Wealth Management held 5,978 shares of Microsoft worth $3.07M as of Q3 2026.
  • Partnership Wealth Management sold 77 Microsoft shares in Q3 2026, an estimated $35.6K.
  • Microsoft made up 2.19% of Partnership Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Partnership Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • Partnership Wealth Management's Microsoft position peaked at $4.36M in Q3 2025.
  • 562 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Partnership Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.