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WealthCare Investment Partners’s Microsoft MSFT Stock Holding History

WealthCare Investment 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 		$2.79M Sell
7,488
-291
-4% -$118K 0.68% 44
2026
Q1 		$2.89M Buy
7,779
+198
+3% +$82.9K 0.8% 37
2025
Q4 		$3.59M Buy
7,581
+263
+4% +$132K 1.04% 25
2025
Q3 		$3.8M Buy
7,318
+406
+6% +$207K 1.23% 20
2025
Q2 		$3.45M Sell
6,912
-71
-1% -$30.8K 1.24% 20
2025
Q1 		$2.51M Buy
6,983
+17
+0.2% +$6.93K 1.06% 29
2024
Q4 		$2.92M Buy
6,966
+349
+5% +$149K 1.27% 23
2024
Q3 		$2.71M Sell
6,617
-999
-13% -$427K 1.19% 25
2024
Q2 		$3.4M Sell
7,616
-293
-4% -$124K 1.58% 15
2024
Q1 		$3.33M Sell
7,909
-50
-0.6% -$20.2K 1.61% 17
2023
Q4 		$2.98M Buy
7,959
+1,087
+16% +$387K 1.63% 15
2023
Q3 		$2.21M Buy
6,872
+29
+0.4% +$9.58K 1.35% 21
2023
Q2 		$2.31M Sell
6,843
-333
-5% -$104K 1.39% 20
2023
Q1 		$2.07M Sell
7,176
-175
-2% -$44.6K 1.25% 20
2022
Q4 		$1.76M Sell
7,351
-41
-0.6% -$9.84K 1.2% 21
2022
Q3 		$1.72M Buy
7,392
+18
+0.2% +$4.75K 1.42% 16
2022
Q2 		$1.89M Buy
7,374
+51
+0.7% +$13.8K 1.62% 14
2022
Q1 		$2.1M Buy
7,323
+876
+14% +$264K 1.87% 10
2021
Q4 		$2.17M Buy
+6,447
New +$2.09M 2.1% 9

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 $3.37T AUM 44.26% 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

WealthCare Investment Partners's MSFT Position: Q2 2026 in Review

WealthCare Investment Partners reduced its Microsoft (MSFT) stake by 3.7% in Q2 2026, selling an estimated $118K and leaving 7,488 shares worth $2.79M. The position accounts for 0.68% of the portfolio, ranked #44.

WealthCare Investment Partners first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.8M in Q3 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • WealthCare Investment Partners held 7,488 shares of Microsoft worth $2.79M as of Q2 2026.
  • WealthCare Investment Partners sold 291 Microsoft shares in Q2 2026, an estimated $118K.
  • Microsoft made up 0.68% of WealthCare Investment Partners's portfolio in Q2 2026, its #44 holding.
  • WealthCare Investment Partners first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • WealthCare Investment Partners's Microsoft position peaked at $3.8M in Q3 2025.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.