Precedent Wealth Partners’s Microsoft MSFT Stock Holding History

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

Precedent Wealth Partners increased its Microsoft (MSFT) stake by 25% in Q2 2026, buying an estimated $1.07M and bringing the position to 13,221 shares worth $4.93M. The position accounts for 0.82% of the portfolio, ranked #29.

Precedent Wealth Partners first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.21M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

• Precedent Wealth Partners held 13,221 shares of Microsoft worth $4.93M as of Q2 2026.
• Precedent Wealth Partners bought 2,651 Microsoft shares in Q2 2026, an estimated $1.07M.
• Microsoft made up 0.82% of Precedent Wealth Partners's portfolio in Q2 2026, its #29 holding.
• Precedent Wealth Partners first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
• Precedent Wealth Partners's Microsoft position peaked at $5.21M in Q3 2025.
• 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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