Private Wealth Partners’s Microsoft MSFT Stock Holding History

Private Wealth Partners’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
2025 Q3	–	Sell	-8,000	Closed	-$2.08K	–	180
2025 Q2	$2.08K	Buy	+8,000	New	+$3.47M	﹤0.01%	169
2021 Q3	–	Sell	-35,400	Closed	-$2K	–	82
2021 Q2	$2K	Buy	+35,400	New	+$9M	﹤0.01%	79
2020 Q4	–	Sell	-13,200	Closed	-$2K	–	125
2020 Q3	$2K	Buy	13,200 +5,200	+65%	+$1.09M	﹤0.01%	112
2020 Q2	$1K	Buy	+8,000	New	+$1.45M	﹤0.01%	108
2019 Q4	–	Sell	-6,200	Closed	-$5K	–	130
2019 Q3	$5K	Buy	+6,200	New	+$853K	﹤0.01%	119

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Private Wealth Partners reduced its Microsoft (MSFT) stake by 6.9% in Q2 2026, selling an estimated $5.63M and leaving 187,537 shares worth $70M. The position accounts for 4.99% of the portfolio, ranked #4.

Private Wealth Partners first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $118M in Q2 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Private Wealth Partners held 187,537 shares of Microsoft worth $70M as of Q2 2026.
Private Wealth Partners sold 13,906 Microsoft shares in Q2 2026, an estimated $5.63M.
Microsoft made up 4.99% of Private Wealth Partners's portfolio in Q2 2026, its #4 holding.
Private Wealth Partners first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
Private Wealth Partners's Microsoft position peaked at $118M in Q2 2024.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.