Quotient Wealth Partners’s Microsoft MSFT Stock Holding History

Quotient 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	$12.9M	Buy	34,672 +538	+2%	+$218K	0.31%	29
2026 Q1	$12.6M	Buy	34,134 +154	+0.5%	+$64.4K	0.33%	29
2025 Q4	$16.4M	Sell	33,980 -1,397	-4%	-$700K	0.44%	29
2025 Q3	$18.3M	Buy	35,377 +793	+2%	+$405K	0.5%	27
2025 Q2	$17.2M	Buy	34,584 +2,606	+8%	+$1.13M	0.51%	24
2025 Q1	$12M	Sell	31,978 -1,198	-4%	-$488K	0.38%	27
2024 Q4	$14M	Sell	33,176 -295	-0.9%	-$126K	0.46%	27
2024 Q3	$14.4M	Sell	33,471 -1,507	-4%	-$644K	0.47%	27
2024 Q2	$15.6M	Sell	34,978 -231	-0.7%	-$97.6K	0.55%	25
2024 Q1	$14.8M	Sell	35,209 -3,179	-8%	-$1.29M	0.53%	26
2023 Q4	$14.4M	Buy	+38,388	New	+$13.7M	0.56%	30

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

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

Quotient Wealth Partners increased its Microsoft (MSFT) stake by 1.6% in Q2 2026, buying an estimated $218K and bringing the position to 34,672 shares worth $12.9M. The position accounts for 0.31% of the portfolio, ranked #29.

Quotient Wealth Partners first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.3M in Q3 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Quotient Wealth Partners held 34,672 shares of Microsoft worth $12.9M as of Q2 2026.
Quotient Wealth Partners bought 538 Microsoft shares in Q2 2026, an estimated $218K.
Microsoft made up 0.31% of Quotient Wealth Partners's portfolio in Q2 2026, its #29 holding.
Quotient Wealth Partners first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Quotient Wealth Partners's Microsoft position peaked at $18.3M in Q3 2025.
6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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