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Triune Financial Partners’s Microsoft MSFT Stock Holding History

Triune 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 		$513K Buy
1,376
+112
+9% +$45.3K 0.11% 24
2026
Q1 		$468K Sell
1,264
-88
-7% -$36.8K 0.11% 26
2025
Q4 		$582K Buy
1,352
+218
+19% +$109K 0.14% 22
2025
Q3 		$587K Sell
1,134
-22
-2% -$11.2K 0.15% 21
2025
Q2 		$575K Sell
1,156
-183
-14% -$79.5K 0.16% 19
2025
Q1 		$503K Buy
1,339
+369
+38% +$150K 0.16% 19
2024
Q4 		$409K Sell
970
-33
-3% -$14.1K 0.13% 18
2024
Q3 		$432K Buy
1,003
+2
+0.2% +$855 0.14% 19
2024
Q2 		$448K Sell
1,001
-61
-6% -$25.8K 0.15% 19
2024
Q1 		$447K Sell
1,062
-14
-1% -$5.67K 0.16% 20
2023
Q4 		$405K Buy
1,076
+55
+5% +$19.6K 0.15% 18
2023
Q3 		$322K Hold
1,021
– – 0.13% 22
2023
Q2 		$348K Buy
1,021
+53
+5% +$16.6K 0.14% 22
2023
Q1 		$279K Buy
968
+15
+2% +$3.83K 0.12% 20
2022
Q4 		$229K Buy
953
+10
+1% +$2.4K 0.11% 25
2022
Q3 		$220K Buy
943
+10
+1% +$2.64K 0.12% 19
2022
Q2 		$240K Buy
933
+95
+11% +$25.8K 0.13% 19
2022
Q1 		$258K Sell
838
-2
-0.2% -$602 0.14% 19
2021
Q4 		$283K Buy
+840
New +$272K 0.14% 18
2021
Q2 		$229K Buy
+845
New +$215K 0.19% 18

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

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

Triune Financial Partners increased its Microsoft (MSFT) stake by 8.9% in Q2 2026, buying an estimated $45.3K and bringing the position to 1,376 shares worth $513K. The position accounts for 0.11% of the portfolio, ranked #24.

Triune Financial Partners first reported a position in MSFT in Q2 2021 and has held it in 20 quarters since. The position peaked at $587K in Q3 2025. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Triune Financial Partners held 1,376 shares of Microsoft worth $513K as of Q2 2026.
  • Triune Financial Partners bought 112 Microsoft shares in Q2 2026, an estimated $45.3K.
  • Microsoft made up 0.11% of Triune Financial Partners's portfolio in Q2 2026, its #24 holding.
  • Triune Financial Partners first reported a position in Microsoft in Q2 2021 and has held it in 20 quarters since.
  • Triune Financial Partners's Microsoft position peaked at $587K in Q3 2025.
  • 6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Triune Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.