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Revolve Wealth Partners’s Microsoft MSFT Stock Holding History

Revolve 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 		$9.77M Buy
26,190
+1,083
+4% +$438K 1.02% 22
2026
Q1 		$9.29M Sell
25,107
-1,854
-7% -$776K 1.21% 22
2025
Q4 		$13M Sell
26,961
-1,683
-6% -$843K 1.53% 21
2025
Q3 		$14.8M Buy
28,644
+1,259
+5% +$642K 1.78% 18
2025
Q2 		$13.6M Sell
27,385
-532
-2% -$231K 1.78% 17
2025
Q1 		$10.5M Buy
27,917
+233
+0.8% +$95K 1.52% 17
2024
Q4 		$11.7M Buy
27,684
+1,509
+6% +$643K 1.71% 17
2024
Q3 		$11.3M Buy
26,175
+2,636
+11% +$1.13M 1.72% 17
2024
Q2 		$10.5M Sell
23,539
-49
-0.2% -$20.7K 1.73% 18
2024
Q1 		$9.92M Buy
23,588
+1,036
+5% +$419K 1.7% 18
2023
Q4 		$8.48M Buy
22,552
+100
+0.4% +$35.6K 1.64% 20
2023
Q3 		$7.09M Buy
22,452
+343
+2% +$113K 1.65% 19
2023
Q2 		$7.53M Buy
22,109
+921
+4% +$289K 1.76% 19
2023
Q1 		$6.11M Buy
21,188
+250
+1% +$63.8K 1.55% 21
2022
Q4 		$5.02M Sell
20,938
-83
-0.4% -$19.9K 1.44% 18
2022
Q3 		$4.9M Buy
21,021
+650
+3% +$172K 1.64% 16
2022
Q2 		$5.23M Buy
20,371
+1,509
+8% +$410K 1.72% 16
2022
Q1 		$5.82M Buy
18,862
+802
+4% +$241K 1.68% 16
2021
Q4 		$6.07M Buy
+18,060
New +$5.86M 1.75% 16

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Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return