UWP
MSFT icon

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
Q2 		$3.51M Sell
9,413
-2,405
-20% -$973K 0.71% 40
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 $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 $3.38T AUM 44.17% 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

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

Uniting Wealth Partners reduced its Microsoft (MSFT) stake by 20% in Q2 2026, selling an estimated $973K and leaving 9,413 shares worth $3.51M. The position accounts for 0.71% of the portfolio, ranked #40.

Uniting Wealth Partners first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.54M in Q3 2025. 6,252 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Uniting Wealth Partners held 9,413 shares of Microsoft worth $3.51M as of Q2 2026.
  • Uniting Wealth Partners sold 2,405 Microsoft shares in Q2 2026, an estimated $973K.
  • Microsoft made up 0.71% of Uniting Wealth Partners's portfolio in Q2 2026, its #40 holding.
  • Uniting Wealth Partners first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Uniting Wealth Partners's Microsoft position peaked at $7.54M in Q3 2025.
  • 6,252 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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