Wealthcare Capital Partners’s Microsoft MSFT Stock Holding History

Wealthcare Capital 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	$1.63M	Sell	4,364 -443	-9%	-$179K	0.67%	34
2026 Q1	$1.78M	Buy	4,807 +158	+3%	+$66.1K	0.83%	23
2025 Q4	$2.25M	Sell	4,649 -216	-4%	-$108K	1.05%	17
2025 Q3	$2.52M	Buy	4,865 +3	+0.1%	+$1.53K	1.16%	15
2025 Q2	$2.42M	Sell	4,862 -593	-11%	-$258K	1.22%	15
2025 Q1	$2.05M	Buy	5,455 +134	+3%	+$54.6K	1.05%	17
2024 Q4	$2.24M	Buy	+5,321	New	+$2.27M	1.17%	14

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Wealthcare Capital Partners reduced its Microsoft (MSFT) stake by 9.2% in Q2 2026, selling an estimated $179K and leaving 4,364 shares worth $1.63M. The position accounts for 0.67% of the portfolio, ranked #34.

Wealthcare Capital Partners first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.52M in Q3 2025. 2,740 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Wealthcare Capital Partners held 4,364 shares of Microsoft worth $1.63M as of Q2 2026.
Wealthcare Capital Partners sold 443 Microsoft shares in Q2 2026, an estimated $179K.
Microsoft made up 0.67% of Wealthcare Capital Partners's portfolio in Q2 2026, its #34 holding.
Wealthcare Capital Partners first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Wealthcare Capital Partners's Microsoft position peaked at $2.52M in Q3 2025.
2,740 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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