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TrueWealth Financial Partners’s Microsoft MSFT Stock Holding History

TrueWealth 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 		$12.8M Sell
34,294
-7,052
-17% -$2.85M 5.29% 7
2026
Q1 		$15.3M Buy
41,346
+40,893
+9,027% +$17.1M 6.1% 4
2025
Q4 		$219K Sell
453
-6,491
-93% -$3.25M 0.18% 49
2025
Q3 		$3.6M Hold
6,944
– – 1.84% 14
2025
Q2 		$3.45M Buy
6,944
+670
+11% +$291K 1.9% 17
2025
Q1 		$2.36M Sell
6,274
-50
-0.8% -$20.4K 1.42% 15
2024
Q4 		$2.67M Hold
6,324
– – 1.65% 12
2024
Q3 		$2.72M Sell
6,324
-25
-0.4% -$10.7K 1.64% 12
2024
Q2 		$2.84M Buy
6,349
+1,698
+37% +$717K 1.83% 12
2024
Q1 		$1.96M Sell
4,651
-25
-0.5% -$10.1K 1.37% 12
2023
Q4 		$1.76M Sell
4,676
-27
-0.6% -$9.61K 1.34% 12
2023
Q3 		$1.48M Buy
4,703
+2,015
+75% +$666K 1.22% 12
2023
Q2 		$915K Buy
2,688
+1,238
+85% +$388K 0.76% 13
2023
Q1 		$418K Buy
+1,450
New +$370K 0.36% 14

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

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

TrueWealth Financial Partners reduced its Microsoft (MSFT) stake by 17% in Q2 2026, selling an estimated $2.85M and leaving 34,294 shares worth $12.8M. The position accounts for 5.29% of the portfolio, ranked #7.

TrueWealth Financial Partners first reported a position in MSFT in Q1 2023 and has held it in 14 quarters since. The position peaked at $15.3M in Q1 2026. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • TrueWealth Financial Partners held 34,294 shares of Microsoft worth $12.8M as of Q2 2026.
  • TrueWealth Financial Partners sold 7,052 Microsoft shares in Q2 2026, an estimated $2.85M.
  • Microsoft made up 5.29% of TrueWealth Financial Partners's portfolio in Q2 2026, its #7 holding.
  • TrueWealth Financial Partners first reported a position in Microsoft in Q1 2023 and has held it in 14 quarters since.
  • TrueWealth Financial Partners's Microsoft position peaked at $15.3M in Q1 2026.
  • 6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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