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Strategic Financial Partners’s Microsoft MSFT Stock Holding History

Strategic 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 		$1.59M Hold
4,264
– – 0.6% 36
2026
Q1 		$1.58M Sell
4,264
-18
-0.4% -$7.53K 0.68% 31
2025
Q4 		$2.07M Sell
4,282
-6
-0.1% -$3.01K 0.9% 24
2025
Q3 		$2.22M Sell
4,288
-170
-4% -$86.7K 1.02% 21
2025
Q2 		$2.22M Sell
4,458
-25
-0.6% -$10.9K 1.03% 22
2025
Q1 		$1.68M Sell
4,483
-22
-0.5% -$8.97K 0.89% 20
2024
Q4 		$1.9M Buy
4,505
+792
+21% +$337K 0.97% 21
2024
Q3 		$1.6M Buy
3,713
+96
+3% +$41K 0.82% 22
2024
Q2 		$1.62M Buy
3,617
+1
+0% +$422 0.89% 22
2024
Q1 		$1.52M Buy
3,616
+49
+1% +$19.8K 0.84% 23
2023
Q4 		$1.34M Buy
3,567
+301
+9% +$107K 0.78% 21
2023
Q3 		$1.03M Sell
3,266
-4
-0.1% -$1.32K 0.63% 24
2023
Q2 		$1.11M Sell
3,270
-36
-1% -$11.3K 0.63% 26
2023
Q1 		$953K Sell
3,306
-30
-0.9% -$7.65K 0.58% 28
2022
Q4 		$800K Hold
3,336
– – 0.49% 31
2022
Q3 		$777K Sell
3,336
-25
-0.7% -$6.6K 0.49% 26
2022
Q2 		$863K Hold
3,361
– – 0.5% 27
2022
Q1 		$1.04M Sell
3,361
-20
-0.6% -$6.02K 0.53% 22
2021
Q4 		$1.14M Sell
3,381
-9
-0.3% -$2.92K 0.56% 24
2021
Q3 		$956K Buy
3,390
+134
+4% +$39K 0.51% 25
2021
Q2 		$882K Hold
3,256
– – 0.49% 27
2021
Q1 		$768K Sell
3,256
-5
-0.2% -$1.16K 0.46% 30
2020
Q4 		$725K Sell
3,261
-20
-0.6% -$4.3K 0.47% 31
2020
Q3 		$690K Buy
3,281
+130
+4% +$27.3K 0.54% 28
2020
Q2 		$641K Sell
3,151
-20
-0.6% -$3.63K 0.53% 29
2020
Q1 		$500K Sell
3,171
-431
-12% -$70.9K 0.53% 34
2019
Q4 		$568K Buy
+3,602
New +$529K 0.47% 43

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

Strategic Financial Partners's MSFT Position: Q2 2026 in Review

Strategic Financial Partners held its Microsoft (MSFT) position steady in Q2 2026 at 4,264 shares worth $1.59M. The position accounts for 0.6% of the portfolio, ranked #36.

Strategic Financial Partners first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.22M in Q3 2025. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Strategic Financial Partners held 4,264 shares of Microsoft worth $1.59M as of Q2 2026.
  • Strategic Financial Partners left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.6% of Strategic Financial Partners's portfolio in Q2 2026, its #36 holding.
  • Strategic Financial Partners first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Strategic Financial Partners's Microsoft position peaked at $2.22M in Q3 2025.
  • 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.