Quantum Financial Partners
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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
Q3 		$2.06M Sell
4,007
-438
-10% -$203K 1.06% 23
2026
Q2 		$1.66M Buy
+4,445
New +$1.8M 0.85% 31

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PineStone Asset Management
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Fort Washington Investment Advisors
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Quantum Financial Partners's MSFT Position: Q3 2026 in Review

Quantum Financial Partners reduced its Microsoft (MSFT) stake by 9.9% in Q3 2026, selling an estimated $203K and leaving 4,007 shares worth $2.06M. The position accounts for 1.06% of the portfolio, ranked #23.

Quantum Financial Partners first reported a position in MSFT in Q2 2026 and has held it in 2 quarters since. 1,720 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Quantum Financial Partners held 4,007 shares of Microsoft worth $2.06M as of Q3 2026.
  • Quantum Financial Partners sold 438 Microsoft shares in Q3 2026, an estimated $203K.
  • Microsoft made up 1.06% of Quantum Financial Partners's portfolio in Q3 2026, its #23 holding.
  • Quantum Financial Partners first reported a position in Microsoft in Q2 2026 and has held it in 2 quarters since.
  • 1,720 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.