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Second Half Financial Partners’s Microsoft MSFT Stock Holding History

Second Half 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 		$829K Sell
2,222
-130
-6% -$52.6K 0.34% 35
2026
Q1 		$871K Sell
2,352
-561
-19% -$235K 0.39% 31
2025
Q4 		$1.41M Buy
2,913
+26
+0.9% +$13K 0.63% 23
2025
Q3 		$1.5M Sell
2,887
-59
-2% -$30.1K 0.66% 22
2025
Q2 		$1.47M Sell
2,946
-240
-8% -$104K 0.69% 20
2025
Q1 		$1.2M Buy
3,186
+51
+2% +$20.8K 0.59% 25
2024
Q4 		$1.32M Sell
3,135
-9
-0.3% -$3.83K 0.65% 32
2024
Q3 		$1.35M Buy
+3,144
New +$1.34M 0.72% 37
2024
Q2 		– Sell
-1,125
Closed -$473K – 58
2024
Q1 		$473K Buy
1,125
+143
+15% +$57.9K 0.21% 45
2023
Q4 		$369K Sell
982
-34
-3% -$12.1K 0.18% 36
2023
Q3 		$321K Sell
1,016
-11,851
-92% -$3.92M 0.16% 33
2023
Q2 		$4.38M Buy
12,867
+11,840
+1,153% +$3.71M 1% 23
2023
Q1 		$296K Sell
1,027
-70
-6% -$17.9K 0.18% 31
2022
Q4 		$272K Sell
1,097
-5
-0.5% -$1.2K 0.18% 36
2022
Q3 		$257K Sell
1,102
-12,382
-92% -$3.27M 0.32% 32
2022
Q2 		$3.18M Hold
13,484
– – 2.45% 24
2022
Q1 		$3.18M Buy
+13,484
New +$4.06M 2.45% 24

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Second Half Financial Partners's MSFT Position: Q2 2026 in Review

Second Half Financial Partners reduced its Microsoft (MSFT) stake by 5.5% in Q2 2026, selling an estimated $52.6K and leaving 2,222 shares worth $829K. The position accounts for 0.34% of the portfolio, ranked #35.

Second Half Financial Partners first reported a position in MSFT in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.38M in Q2 2023. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Second Half Financial Partners held 2,222 shares of Microsoft worth $829K as of Q2 2026.
  • Second Half Financial Partners sold 130 Microsoft shares in Q2 2026, an estimated $52.6K.
  • Microsoft made up 0.34% of Second Half Financial Partners's portfolio in Q2 2026, its #35 holding.
  • Second Half Financial Partners first reported a position in Microsoft in Q1 2022 and has held it in 17 quarters since.
  • Second Half Financial Partners's Microsoft position peaked at $4.38M in Q2 2023.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.