Triad Wealth Partners
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Triad Wealth Partners’s Microsoft MSFT Stock Holding History

Triad 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
Q3 		$20.5M Buy
40,035
+1,279
+3% +$591K 1.14% 18
2026
Q2 		$18.9M Buy
38,756
+3,157
+9% +$1.28M 1.11% 19
2026
Q1 		$13.2M Buy
35,599
+4,925
+16% +$2.06M 1.04% 21
2025
Q4 		$14.8M Buy
30,674
+3,718
+14% +$1.86M 1.41% 14
2025
Q3 		$14M Buy
26,956
+4,044
+18% +$2.06M 1.8% 13
2025
Q2 		$11.4M Buy
22,912
+7,672
+50% +$3.33M 2.3% 9
2025
Q1 		$5.72M Buy
15,240
+1,065
+8% +$434K 1.78% 14
2024
Q4 		$5.98M Buy
14,175
+2,812
+25% +$1.2M 2.16% 11
2024
Q3 		$4.89M Buy
11,363
+1,421
+14% +$607K 2.6% 12
2024
Q2 		$4.44M Buy
9,942
+2,925
+42% +$1.24M 2.33% 11
2024
Q1 		$2.95M Buy
+7,017
New +$2.84M 2.26% 15

Other funds holding MSFT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Triad Wealth Partners's MSFT Position: Q3 2026 in Review

Triad Wealth Partners increased its Microsoft (MSFT) stake by 3.3% in Q3 2026, buying an estimated $591K and bringing the position to 40,035 shares worth $20.5M. The position accounts for 1.14% of the portfolio, ranked #18.

Triad Wealth Partners first reported a position in MSFT in Q1 2024 and has held it in 11 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Triad Wealth Partners held 40,035 shares of Microsoft worth $20.5M as of Q3 2026.
  • Triad Wealth Partners bought 1,279 Microsoft shares in Q3 2026, an estimated $591K.
  • Microsoft made up 1.14% of Triad Wealth Partners's portfolio in Q3 2026, its #18 holding.
  • Triad Wealth Partners first reported a position in Microsoft in Q1 2024 and has held it in 11 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.