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Uniting Wealth Partners’s Microsoft MSFT Stock Holding History

Uniting 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
Q1 		$4.37M Sell
11,818
-2,429
-17% -$1.02M 0.93% 31
2025
Q4 		$6.89M Sell
14,247
-318
-2% -$159K 2.11% 7
2025
Q3 		$7.54M Buy
14,565
+2,833
+24% +$1.45M 1.78% 9
2025
Q2 		$5.84M Sell
11,732
-2,468
-17% -$1.07M 2.26% 7
2025
Q1 		$5.33M Sell
14,200
-309
-2% -$126K 2.67% 7
2024
Q4 		$6.12M Buy
+14,509
New +$6.18M 2.95% 5

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Uniting Wealth Partners's MSFT Position: Q1 2026 in Review

Uniting Wealth Partners reduced its Microsoft (MSFT) stake by 17% in Q1 2026, selling an estimated $1.02M and leaving 11,818 shares worth $4.37M. The position accounts for 0.93% of the portfolio, ranked #31.

Uniting Wealth Partners first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.54M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Uniting Wealth Partners held 11,818 shares of Microsoft worth $4.37M as of Q1 2026.
  • Uniting Wealth Partners sold 2,429 Microsoft shares in Q1 2026, an estimated $1.02M.
  • Microsoft made up 0.93% of Uniting Wealth Partners's portfolio in Q1 2026, its #31 holding.
  • Uniting Wealth Partners first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Uniting Wealth Partners's Microsoft position peaked at $7.54M in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.