Wealthcare Advisory Partners’s Microsoft MSFT Stock Holding History

Wealthcare Advisory 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	$31.7M	Sell	84,993 -20,094	-19%	-$8.13M	0.6%	32
2026 Q1	$38.9M	Buy	105,087 +118	+0.1%	+$49.4K	0.76%	24
2025 Q4	$50.8M	Buy	104,969 +8,968	+9%	+$4.49M	1%	20
2025 Q3	$49.7M	Buy	96,001 +436	+0.5%	+$222K	1.04%	18
2025 Q2	$47.5M	Buy	95,565 +3,693	+4%	+$1.6M	1.08%	16
2025 Q1	$34.5M	Sell	91,872 -1,782	-2%	-$727K	0.93%	22
2024 Q4	$39.5M	Sell	93,654 -1,286	-1%	-$548K	1.1%	17
2024 Q3	$40.9M	Buy	94,940 +169	+0.2%	+$72.2K	1.16%	17
2024 Q2	$42.4M	Buy	94,771 +5,565	+6%	+$2.35M	1.32%	15
2024 Q1	$37.5M	Buy	89,206 +24,584	+38%	+$9.95M	1.23%	14
2023 Q4	$24.3M	Sell	64,622 -903	-1%	-$321K	0.97%	23
2023 Q3	$20.7M	Buy	65,525 +844	+1%	+$279K	0.95%	22
2023 Q2	$22M	Buy	64,681 +723	+1%	+$227K	0.99%	22
2023 Q1	$18.4M	Sell	63,958 -55	-0.1%	-$14K	0.79%	28
2022 Q4	$15.4M	Buy	64,013 +3,719	+6%	+$893K	0.73%	31
2022 Q3	$14M	Buy	60,294 +4,818	+9%	+$1.27M	0.8%	27
2022 Q2	$14.2M	Buy	55,476 +1,933	+4%	+$525K	0.86%	28
2022 Q1	$16.5M	Sell	53,543 -2,045	-4%	-$615K	1%	26
2021 Q4	$18.7M	Sell	55,588 -4,425	-7%	-$1.43M	1.12%	21
2021 Q3	$16.9M	Sell	60,013 -597	-1%	-$174K	1.11%	22
2021 Q2	$16.4M	Buy	60,610 +5,846	+11%	+$1.49M	1.1%	21
2021 Q1	$12.9M	Buy	54,764 +7,830	+17%	+$1.82M	0.94%	20
2020 Q4	$10.4M	Buy	46,934 +4,821	+11%	+$1.04M	0.93%	19
2020 Q3	$8.86M	Buy	42,113 +1,362	+3%	+$286K	0.97%	19
2020 Q2	$8.29M	Buy	40,751 +513	+1%	+$93.1K	1.03%	19
2020 Q1	$6.35M	Buy	40,238 +6,031	+18%	+$992K	0.93%	19
2019 Q4	$5.39M	Sell	34,207 -186	-0.5%	-$27.3K	0.69%	24
2019 Q3	$4.78M	Buy	34,393 +200	+0.6%	+$27.5K	0.69%	26
2019 Q2	$4.58M	Sell	34,193 -710	-2%	-$90.1K	0.73%	24
2019 Q1	$4.12M	Sell	34,903 -387	-1%	-$42.2K	0.7%	25
2018 Q4	$3.58M	Sell	35,290 -45	-0.1%	-$4.82K	0.7%	25
2018 Q3	$4.04M	Buy	35,335 +867	+3%	+$94K	0.74%	23
2018 Q2	$3.4M	Buy	34,468 +6,905	+25%	+$669K	0.67%	29
2018 Q1	$2.52M	Buy	27,563 +857	+3%	+$78.4K	0.57%	29
2017 Q4	$2.28M	Buy	26,706 +6,385	+31%	+$524K	0.59%	26
2017 Q3	$1.51M	Buy	20,321 +20,145	+11,446%	+$1.47M	0.45%	30
2017 Q2	$12K	Hold	176	–	–	0.01%	77
2017 Q1	$12K	Hold	176	–	–	0.01%	75
2016 Q4	$11K	Hold	176	–	–	0.01%	81
2016 Q3	$10K	Hold	176	–	–	0.01%	66
2016 Q2	$9K	Buy	+176	New	+$9.15K	0.01%	80

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealthcare Advisory Partners's MSFT Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Microsoft (MSFT) stake by 19% in Q2 2026, selling an estimated $8.13M and leaving 84,993 shares worth $31.7M. The position accounts for 0.6% of the portfolio, ranked #32.

Wealthcare Advisory Partners first reported a position in MSFT in Q2 2016 and has held it in 41 quarters since. The position peaked at $50.8M in Q4 2025. 1,898 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Wealthcare Advisory Partners held 84,993 shares of Microsoft worth $31.7M as of Q2 2026.
Wealthcare Advisory Partners sold 20,094 Microsoft shares in Q2 2026, an estimated $8.13M.
Microsoft made up 0.6% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #32 holding.
Wealthcare Advisory Partners first reported a position in Microsoft in Q2 2016 and has held it in 41 quarters since.
Wealthcare Advisory Partners's Microsoft position peaked at $50.8M in Q4 2025.
1,898 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.