Wealth Management Partners
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Wealth Management Partners’s Microsoft MSFT Stock Holding History

Wealth Management 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
Q3 		$11M Sell
21,538
-1,143
-5% -$529K 2.6% 10
2026
Q2 		$8.46M Buy
22,681
+1,115
+5% +$451K 1.99% 11
2026
Q1 		$7.98M Sell
21,566
-437
-2% -$183K 2.28% 9
2025
Q4 		$10.6M Buy
22,003
+255
+1% +$128K 3.04% 8
2025
Q3 		$11.3M Buy
21,748
+1
+0% +$510 3.58% 7
2025
Q2 		$10.8M Sell
21,747
-207
-0.9% -$89.9K 3.83% 7
2025
Q1 		$8.24M Sell
21,954
-990
-4% -$404K 3.82% 6
2024
Q4 		$9.7M Buy
22,944
+339
+1% +$144K 4.17% 6
2024
Q3 		$9.7M Sell
22,605
-362
-2% -$155K 4.51% 6
2024
Q2 		$10.3M Sell
22,967
-134
-0.6% -$56.6K 4.99% 5
2024
Q1 		$9.7M Buy
23,101
+403
+2% +$163K 4.94% 4
2023
Q4 		$8.54M Sell
22,698
-416
-2% -$148K 4.76% 5
2023
Q3 		$7.3M Buy
23,114
+367
+2% +$121K 4.55% 5
2023
Q2 		$7.75M Buy
22,747
+234
+1% +$73.3K 4.87% 5
2023
Q1 		$6.49M Sell
22,513
-487
-2% -$124K 4.54% 6
2022
Q4 		$5.45M Buy
23,000
+1,000
+5% +$240K 4.55% 5
2022
Q3 		$5.2M Buy
22,000
+2,000
+10% +$528K 4.57% 5
2022
Q2 		$5.54M Sell
20,000
-2,000
-9% -$543K 4.84% 5
2022
Q1 		$6.5M Buy
22,000
+1,000
+5% +$301K 4.63% 4
2021
Q4 		$6.99M Sell
21,000
-886
-4% -$287K 4.8% 4
2021
Q3 		$6.17M Sell
21,886
-330
-1% -$96K 4.57% 4
2021
Q2 		$6.02M Buy
22,216
+11
+0% +$2.8K 4.19% 5
2021
Q1 		$5.55M Sell
22,205
-215
-1% -$49.9K 4.14% 5
2020
Q4 		$5.21M Buy
+22,420
New +$4.82M 4.08% 6

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Wealth Management Partners's MSFT Position: Q3 2026 in Review

Wealth Management Partners reduced its Microsoft (MSFT) stake by 5% in Q3 2026, selling an estimated $529K and leaving 21,538 shares worth $11M. The position accounts for 2.6% of the portfolio, ranked #10.

Wealth Management Partners first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. The position peaked at $11.3M in Q3 2025. 1,991 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Wealth Management Partners held 21,538 shares of Microsoft worth $11M as of Q3 2026.
  • Wealth Management Partners sold 1,143 Microsoft shares in Q3 2026, an estimated $529K.
  • Microsoft made up 2.6% of Wealth Management Partners's portfolio in Q3 2026, its #10 holding.
  • Wealth Management Partners first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • Wealth Management Partners's Microsoft position peaked at $11.3M in Q3 2025.
  • 1,991 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Wealth Management Partners's 13F filing for Q3 2026, filed 21 Oct 2026.