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Tyche Wealth Partners’s Microsoft MSFT Stock Holding History

Tyche 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 		$12.1M Sell
32,378
-2,039
-6% -$825K 1.7% 13
2026
Q1 		$12.7M Sell
34,417
-805
-2% -$337K 1.96% 9
2025
Q4 		$17M Buy
35,222
+4,078
+13% +$2.04M 2.7% 5
2025
Q3 		$16.1M Buy
31,144
+2,225
+8% +$1.14M 2.83% 5
2025
Q2 		$14.4M Sell
28,919
-3,331
-10% -$1.45M 2.89% 5
2025
Q1 		$12.1M Sell
32,250
-124
-0.4% -$50.6K 2.62% 6
2024
Q4 		$13.6M Sell
32,374
-1,301
-4% -$554K 2.88% 5
2024
Q3 		$14.5M Buy
33,675
+3,060
+10% +$1.31M 3.28% 5
2024
Q2 		$13.7M Sell
30,615
-209
-0.7% -$88.3K 3.33% 5
2024
Q1 		$13M Sell
30,824
-8,347
-21% -$3.38M 3.17% 5
2023
Q4 		$14.7M Buy
+39,171
New +$13.9M 3.55% 3

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Tyche Wealth Partners reduced its Microsoft (MSFT) stake by 5.9% in Q2 2026, selling an estimated $825K and leaving 32,378 shares worth $12.1M. The position accounts for 1.7% of the portfolio, ranked #13.

Tyche Wealth Partners first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $17M in Q4 2025. 4,362 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Tyche Wealth Partners held 32,378 shares of Microsoft worth $12.1M as of Q2 2026.
  • Tyche Wealth Partners sold 2,039 Microsoft shares in Q2 2026, an estimated $825K.
  • Microsoft made up 1.7% of Tyche Wealth Partners's portfolio in Q2 2026, its #13 holding.
  • Tyche Wealth Partners first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Tyche Wealth Partners's Microsoft position peaked at $17M in Q4 2025.
  • 4,362 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.