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QP Wealth Management’s Microsoft MSFT Stock Holding History

QP 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
Q2 		$1.44M Buy
3,860
+441
+13% +$178K 2.05% 14
2026
Q1 		$1.27M Sell
3,419
-6,049
-64% -$2.53M 2.17% 15
2025
Q4 		$4.58M Buy
+9,468
New +$4.74M 4.04% 6
2023
Q3 		$1.77M Sell
5,598
-1,801
-24% -$595K 3.08% 7
2023
Q2 		$2.52M Sell
7,399
-1,108
-13% -$347K 4% 7
2023
Q1 		$2.45M Sell
8,507
-442
-5% -$113K 4.02% 6
2022
Q4 		$2.15M Sell
8,949
-1,295
-13% -$311K 3.34% 6
2022
Q3 		$2.43M Buy
10,244
+138
+1% +$36.4K 3.5% 9
2022
Q2 		$2.6M Sell
10,106
-130
-1% -$35.3K 3.56% 9
2022
Q1 		$3.16M Sell
10,236
-101
-1% -$30.4K 3.53% 9
2021
Q4 		$3.48M Sell
10,337
-90
-0.9% -$29.2K 3.69% 6
2021
Q3 		$2.94M Sell
10,427
-153
-1% -$44.5K 3.15% 11
2021
Q2 		$2.87M Sell
10,580
-512
-5% -$130K 2.93% 12
2021
Q1 		$2.62M Sell
11,092
-65
-0.6% -$15.1K 2.84% 12
2020
Q4 		$2.48M Sell
11,157
-291
-3% -$62.6K 2.74% 13
2020
Q3 		$2.41M Buy
11,448
+65
+0.6% +$13.7K 3.08% 10
2020
Q2 		$2.32M Sell
11,383
-210
-2% -$38.1K 3.2% 9
2020
Q1 		$1.99M Sell
11,593
-186
-2% -$30.6K 2.88% 10
2019
Q4 		$2.04M Buy
+11,779
New +$1.73M 2.48% 11

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

QP Wealth Management's MSFT Position: Q2 2026 in Review

QP Wealth Management increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $178K and bringing the position to 3,860 shares worth $1.44M. The position accounts for 2.05% of the portfolio, ranked #14.

QP Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 19 quarters since. The position peaked at $4.58M in Q4 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • QP Wealth Management held 3,860 shares of Microsoft worth $1.44M as of Q2 2026.
  • QP Wealth Management bought 441 Microsoft shares in Q2 2026, an estimated $178K.
  • Microsoft made up 2.05% of QP Wealth Management's portfolio in Q2 2026, its #14 holding.
  • QP Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 19 quarters since.
  • QP Wealth Management's Microsoft position peaked at $4.58M in Q4 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on QP Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.