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Pursue Wealth Partners’s Microsoft MSFT Stock Holding History

Pursue 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
2026
Q2 		$6.28M Sell
16,837
-6,928
-29% -$2.8M 3.52% 8
2026
Q1 		$8.8M Sell
23,765
-7,206
-23% -$3.02M 5.26% 2
2025
Q4 		$15M Buy
30,971
+11,114
+56% +$5.57M 7.28% 1
2025
Q3 		$10.3M Sell
19,857
-557
-3% -$284K 5.65% 2
2025
Q2 		$10.2M Sell
20,414
-1,407
-6% -$611K 5.77% 2
2025
Q1 		$8.19M Hold
21,821
– – 4.99% 1
2024
Q4 		$9.2M Sell
21,821
-15,122
-41% -$6.44M 5.26% 1
2024
Q3 		$15.9M Buy
36,943
+6,003
+19% +$2.57M 8.69% 1
2024
Q2 		$13.8M Buy
30,940
+2,556
+9% +$1.08M 7.54% 1
2024
Q1 		$11.9M Buy
28,384
+427
+2% +$173K 7.03% 1
2023
Q4 		$10.5M Buy
27,957
+5
+0% +$1.78K 6.8% 1
2023
Q3 		$8.83M Sell
27,952
-1,842
-6% -$609K 6.25% 1
2023
Q2 		$10.1M Sell
29,794
-2,534
-8% -$794K 6.37% 1
2023
Q1 		$9.32M Buy
32,328
+1,970
+6% +$503K 6.36% 1
2022
Q4 		$7.28M Sell
30,358
-10,826
-26% -$2.6M 5.62% 2
2022
Q3 		$9.59M Sell
41,184
-1,657
-4% -$438K 6.9% 2
2022
Q2 		$11M Sell
42,841
-5,365
-11% -$1.46M 7.01% 2
2022
Q1 		$14.5M Sell
48,206
-4,800
-9% -$1.44M 6% 1
2021
Q4 		$17.8M Buy
+53,006
New +$17.2M 6.9% 1

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Pursue Wealth Partners reduced its Microsoft (MSFT) stake by 29% in Q2 2026, selling an estimated $2.8M and leaving 16,837 shares worth $6.28M. The position accounts for 3.52% of the portfolio, ranked #8.

Pursue Wealth Partners first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $17.8M in Q4 2021. 6,235 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Pursue Wealth Partners held 16,837 shares of Microsoft worth $6.28M as of Q2 2026.
  • Pursue Wealth Partners sold 6,928 Microsoft shares in Q2 2026, an estimated $2.8M.
  • Microsoft made up 3.52% of Pursue Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • Pursue Wealth Partners first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Pursue Wealth Partners's Microsoft position peaked at $17.8M in Q4 2021.
  • 6,235 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Pursue Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.