Quantum Financial Partners’s Microsoft MSFT Stock Holding History

Quantum Financial 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	$1.66M	Buy	+4,445	New	+$1.8M	0.85%	31

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quantum Financial Partners's MSFT Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in Microsoft (MSFT) in Q2 2026: 4,445 shares worth $1.66M. The stake represents 0.85% of the portfolio and ranks #31 among its holdings.

1,586 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Quantum Financial Partners held 4,445 shares of Microsoft worth $1.66M as of Q2 2026.
Microsoft was a new Quantum Financial Partners position in Q2 2026.
Microsoft made up 0.85% of Quantum Financial Partners's portfolio in Q2 2026, its #31 holding.
1,586 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.