Revolve Wealth Partners’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$560K Buy
+1,500
New +$607K 0.06% 178
2024
Q1
Sell
-1,000
Closed -$376K 188
2023
Q4
$376K Sell
1,000
-4,000
-80% -$1.42M 0.07% 111
2023
Q3
$1.58M Buy
+5,000
New +$1.65M 0.36% 54

Other funds holding MSFT

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

Revolve Wealth Partners increased its Microsoft (MSFT) stake by 4.3% in Q2 2026, buying an estimated $438K and bringing the position to 26,190 shares worth $9.77M. The position accounts for 1.01% of the portfolio, ranked #22.

Revolve Wealth Partners first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.8M in Q3 2025. 2,763 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Revolve Wealth Partners held 26,190 shares of Microsoft worth $9.77M as of Q2 2026.
  • Revolve Wealth Partners bought 1,083 Microsoft shares in Q2 2026, an estimated $438K.
  • Microsoft made up 1.01% of Revolve Wealth Partners's portfolio in Q2 2026, its #22 holding.
  • Revolve Wealth Partners first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Revolve Wealth Partners's Microsoft position peaked at $14.8M in Q3 2025.
  • 2,763 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.