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TFO Wealth Partners’s Microsoft MSFT Stock Holding History

TFO 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 		$346K Sell
927
-56
-6% -$22.7K 0.04% 56
2026
Q1 		$364K Buy
+983
New +$411K 0.05% 52
2024
Q2 		– Sell
-119
Closed -$50.1K – 500
2024
Q1 		$50.1K Sell
119
-165
-58% -$66.8K 0.01% 56
2023
Q4 		$107K Sell
284
-1,606
-85% -$572K 0.02% 44
2023
Q3 		$644K Buy
1,890
+985
+109% +$325K 0.13% 27
2023
Q2 		$308K Buy
905
+586
+184% +$184K 0.07% 32
2023
Q1 		$92K Buy
319
+316
+10,533% +$80.6K 0.02% 59
2022
Q4 		$4.34K Sell
3
-329
-99% -$79K ﹤0.01% 185
2022
Q3 		$77K Sell
332
-249
-43% -$65.7K 0.02% 49
2022
Q2 		$149K Sell
581
-233
-29% -$63.2K 0.03% 49
2022
Q1 		$251K Buy
814
+614
+307% +$185K 0.05% 40
2021
Q4 		$68K Buy
200
+197
+6,567% +$63.9K 0.01% 55
2021
Q3 		$1K Buy
3
+2
+200% +$582 ﹤0.01% 136
2021
Q2 		$0 Buy
+1
New +$254 ﹤0.01% 149
2020
Q4 		– Sell
-1,268
Closed -$267K – 136
2020
Q3 		$267K Buy
1,268
+110
+9% +$23.1K 0.1% 26
2020
Q2 		$236K Buy
1,158
+12
+1% +$2.18K 0.09% 28
2020
Q1 		$180K Sell
1,146
-80
-7% -$13.2K 0.08% 34
2019
Q4 		$193K Buy
+1,226
New +$180K 0.18% 29

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

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

TFO Wealth Partners reduced its Microsoft (MSFT) stake by 5.7% in Q2 2026, selling an estimated $22.7K and leaving 927 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #56.

TFO Wealth Partners first reported a position in MSFT in Q4 2019 and has held it in 18 quarters since. The position peaked at $644K in Q3 2023. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • TFO Wealth Partners held 927 shares of Microsoft worth $346K as of Q2 2026.
  • TFO Wealth Partners sold 56 Microsoft shares in Q2 2026, an estimated $22.7K.
  • Microsoft made up 0.04% of TFO Wealth Partners's portfolio in Q2 2026, its #56 holding.
  • TFO Wealth Partners first reported a position in Microsoft in Q4 2019 and has held it in 18 quarters since.
  • TFO Wealth Partners's Microsoft position peaked at $644K in Q3 2023.
  • 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.