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ShoreHaven Wealth Partners’s Microsoft MSFT Stock Holding History

ShoreHaven 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 		$882K Sell
2,365
-79
-3% -$32K 0.28% 55
2026
Q1 		$905K Sell
2,444
-48
-2% -$20.1K 0.32% 54
2025
Q4 		$1.21M Sell
2,492
-650
-21% -$326K 0.43% 47
2025
Q3 		$1.63M Buy
3,142
+695
+28% +$355K 0.6% 36
2025
Q2 		$1.22M Sell
2,447
-25
-1% -$10.9K 0.5% 44
2025
Q1 		$928K Buy
2,472
+12
+0.5% +$4.89K 0.44% 44
2024
Q4 		$1.04M Sell
2,460
-90
-4% -$38.3K 0.49% 38
2024
Q3 		$1.1M Buy
2,550
+54
+2% +$23.1K 0.53% 37
2024
Q2 		$1.12M Buy
2,496
+120
+5% +$50.7K 0.59% 35
2024
Q1 		$1,000K Sell
2,376
-128
-5% -$51.8K 0.55% 40
2023
Q4 		$942K Sell
2,504
-64
-2% -$22.8K 0.57% 38
2023
Q3 		$811K Sell
2,568
-92
-3% -$30.4K 0.56% 37
2023
Q2 		$906K Buy
2,660
+4
+0.2% +$1.25K 0.61% 35
2023
Q1 		$766K Sell
2,656
-96
-3% -$24.5K 0.54% 38
2022
Q4 		$660K Sell
2,752
-987
-26% -$237K 0.47% 46
2022
Q3 		$870K Buy
3,739
+46
+1% +$12.1K 0.66% 38
2022
Q2 		$948K Buy
3,693
+653
+21% +$177K 0.68% 37
2022
Q1 		$937K Sell
3,040
-979
-24% -$295K 0.49% 42
2021
Q4 		$1.35M Sell
4,019
-8
-0.2% -$2.59K 0.67% 29
2021
Q3 		$1.13M Sell
4,027
-110
-3% -$32K 0.59% 29
2021
Q2 		$1.12M Sell
4,137
-81
-2% -$20.6K 0.6% 28
2021
Q1 		$994K Buy
4,218
+271
+7% +$62.9K 0.54% 34
2020
Q4 		$878K Buy
+3,947
New +$849K 0.49% 33

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

ShoreHaven Wealth Partners reduced its Microsoft (MSFT) stake by 3.2% in Q2 2026, selling an estimated $32K and leaving 2,365 shares worth $882K. The position accounts for 0.28% of the portfolio, ranked #55.

ShoreHaven Wealth Partners first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.63M in Q3 2025. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • ShoreHaven Wealth Partners held 2,365 shares of Microsoft worth $882K as of Q2 2026.
  • ShoreHaven Wealth Partners sold 79 Microsoft shares in Q2 2026, an estimated $32K.
  • Microsoft made up 0.28% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #55 holding.
  • ShoreHaven Wealth Partners first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • ShoreHaven Wealth Partners's Microsoft position peaked at $1.63M in Q3 2025.
  • 2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.