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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
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 $6.73T 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

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

Triad Wealth Partners increased its Microsoft (MSFT) stake by 8.9% in Q2 2026, buying an estimated $1.28M and bringing the position to 38,756 shares worth $18.9M. The position accounts for 1.11% of the portfolio, ranked #19.

Triad Wealth Partners first reported a position in MSFT in Q1 2024 and has held it in 10 quarters since. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Triad Wealth Partners held 38,756 shares of Microsoft worth $18.9M as of Q2 2026.
  • Triad Wealth Partners bought 3,157 Microsoft shares in Q2 2026, an estimated $1.28M.
  • Microsoft made up 1.11% of Triad Wealth Partners's portfolio in Q2 2026, its #19 holding.
  • Triad Wealth Partners first reported a position in Microsoft in Q1 2024 and has held it in 10 quarters since.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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