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SIMA Wealth Partners’s Microsoft MSFT Stock Holding History

SIMA 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 		$29.9K Hold
80
– – 0.02% 94
2026
Q1 		$29.7K Hold
80
– – 0.02% 94
2025
Q4 		$38.8K Sell
80
-57
-42% -$28.6K 0.03% 85
2025
Q3 		$71.1K Buy
137
+57
+71% +$29.1K 0.05% 74
2025
Q2 		$39.9K Hold
80
– – 0.03% 80
2025
Q1 		$30.1K Hold
80
– – 0.03% 104
2024
Q4 		$33.8K Hold
80
– – 0.03% 101
2024
Q3 		$34.5K Sell
80
-12
-13% -$5.13K 0.03% 92
2024
Q2 		$41.2K Buy
+92
New +$38.9K 0.04% 85

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

SIMA Wealth Partners held its Microsoft (MSFT) position steady in Q2 2026 at 80 shares worth $29.9K. The position accounts for 0.02% of the portfolio, ranked #94.

SIMA Wealth Partners first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $71.1K in Q3 2025. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • SIMA Wealth Partners held 80 shares of Microsoft worth $29.9K as of Q2 2026.
  • SIMA Wealth Partners left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.02% of SIMA Wealth Partners's portfolio in Q2 2026, its #94 holding.
  • SIMA Wealth Partners first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
  • SIMA Wealth Partners's Microsoft position peaked at $71.1K in Q3 2025.
  • 6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.