Three Arch Wealth Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$402K Sell
1,078
-92
-8% -$37.2K 0.06% 53
2026
Q1
$433K Sell
1,170
-34
-3% -$14.2K 0.08% 44
2025
Q4
$582K Buy
+1,204
New +$603K 0.11% 42

Other funds holding MSFT

Three Arch Wealth Management's MSFT Position: Q2 2026 in Review

Three Arch Wealth Management reduced its Microsoft (MSFT) stake by 7.9% in Q2 2026, selling an estimated $37.2K and leaving 1,078 shares worth $402K. The position accounts for 0.06% of the portfolio, ranked #53.

Three Arch Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $582K in Q4 2025. 6,208 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Three Arch Wealth Management held 1,078 shares of Microsoft worth $402K as of Q2 2026.
  • Three Arch Wealth Management sold 92 Microsoft shares in Q2 2026, an estimated $37.2K.
  • Microsoft made up 0.06% of Three Arch Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Three Arch Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Three Arch Wealth Management's Microsoft position peaked at $582K in Q4 2025.
  • 6,208 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Three Arch Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.