Principle Wealth Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $43.6M | Buy |
116,758
+2,104
| +2% | +$851K | 2.15% | 8 |
|
|
2026
Q1 | $42.4M | Buy |
114,654
+1,694
| +1% | +$709K | 2.43% | 8 |
|
|
2025
Q4 | $54.6M | Buy |
112,960
+1,567
| +1% | +$785K | 3.07% | 6 |
|
|
2025
Q3 | $57.7M | Sell |
111,393
-624
| -0.6% | -$318K | 3.35% | 6 |
|
|
2025
Q2 | $55.7M | Buy |
112,017
+3,155
| +3% | +$1.37M | 3.48% | 6 |
|
|
2025
Q1 | $40.9M | Buy |
108,862
+137
| +0.1% | +$55.9K | 2.92% | 6 |
|
|
2024
Q4 | $45.8M | Sell |
108,725
-357
| -0.3% | -$152K | 3.22% | 7 |
|
|
2024
Q3 | $46.9M | Buy |
109,082
+221
| +0.2% | +$94.5K | 3.32% | 4 |
|
|
2024
Q2 | $48.7M | Buy |
108,861
+358
| +0.3% | +$151K | 3.7% | 3 |
|
|
2024
Q1 | $45.6M | Buy |
108,503
+602
| +0.6% | +$244K | 3.57% | 4 |
|
|
2023
Q4 | $40.6M | Buy |
107,901
+216
| +0.2% | +$76.9K | 3.49% | 4 |
|
|
2023
Q3 | $34M | Sell |
107,685
-616
| -0.6% | -$204K | 3.42% | 4 |
|
|
2023
Q2 | $36.9M | Sell |
108,301
-301
| -0.3% | -$94.3K | 3.71% | 4 |
|
|
2023
Q1 | $31.3M | Buy |
108,602
+3,601
| +3% | +$919K | 3.35% | 4 |
|
|
2022
Q4 | $25.2M | Buy |
105,001
+669
| +0.6% | +$161K | 2.85% | 6 |
|
|
2022
Q3 | $24.3M | Buy |
104,332
+330
| +0.3% | +$87.1K | 2.29% | 7 |
|
|
2022
Q2 | $26.7M | Buy |
104,002
+801
| +0.8% | +$217K | 3.21% | 6 |
|
|
2022
Q1 | $31.8M | Buy |
103,201
+186
| +0.2% | +$56K | 3.35% | 6 |
|
|
2021
Q4 | $34.6M | Sell |
103,015
-784
| -0.8% | -$254K | 3.64% | 5 |
|
|
2021
Q3 | $28.3M | Sell |
103,799
-2,206
| -2% | -$642K | 3.26% | 6 |
|
|
2021
Q2 | $28.7M | Sell |
106,005
-5,924
| -5% | -$1.51M | 3.26% | 6 |
|
|
2021
Q1 | $26.4M | Buy |
111,929
+46,236
| +70% | +$10.7M | 3.09% | 6 |
|
|
2020
Q4 | $16.4M | Buy |
65,693
+33,419
| +104% | +$7.19M | 2.16% | 7 |
|
|
2020
Q3 | $6.79M | Sell |
32,274
-559
| -2% | -$117K | 1.89% | 11 |
|
|
2020
Q2 | $6.68M | Buy |
32,833
+1,432
| +5% | +$260K | 1.96% | 11 |
|
|
2020
Q1 | $4.95M | Sell |
31,401
-1,316
| -4% | -$216K | 1.86% | 14 |
|
|
2019
Q4 | $5.16M | Sell |
32,717
-615
| -2% | -$90.3K | 1.65% | 15 |
|
|
2019
Q3 | $4.63M | Buy |
33,332
+11,529
| +53% | +$1.59M | 1.6% | 14 |
|
|
2019
Q2 | $2.92M | Buy |
21,803
+1,145
| +6% | +$145K | 1.5% | 15 |
|
|
2019
Q1 | $2.44M | Buy |
20,658
+9,818
| +91% | +$1.07M | 1.39% | 19 |
|
|
2018
Q4 | $1.1M | Buy |
+10,840
| New | +$1.16M | 0.92% | 33 |
|
Other funds holding MSFT
Principle Wealth Partners's MSFT Position: Q2 2026 in Review
Principle Wealth Partners increased its Microsoft (MSFT) stake by 1.8% in Q2 2026, buying an estimated $851K and bringing the position to 116,758 shares worth $43.6M. The position accounts for 2.15% of the portfolio, ranked #8.
Principle Wealth Partners first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $57.7M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Principle Wealth Partners held 116,758 shares of Microsoft worth $43.6M as of Q2 2026.
- Principle Wealth Partners bought 2,104 Microsoft shares in Q2 2026, an estimated $851K.
- Microsoft made up 2.15% of Principle Wealth Partners's portfolio in Q2 2026, its #8 holding.
- Principle Wealth Partners first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
- Principle Wealth Partners's Microsoft position peaked at $57.7M in Q3 2025.
- 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.