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Wealthspan Partners’s Microsoft MSFT Stock Holding History

Wealthspan 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 		$4.47M Sell
11,989
-139
-1% -$56.2K 1.41% 24
2026
Q1 		$4.49M Buy
12,128
+25
+0.2% +$10.5K 1.58% 21
2025
Q4 		$5.85M Sell
12,103
-211
-2% -$106K 2.13% 13
2025
Q3 		$6.38M Buy
12,314
+12
+0.1% +$6.12K 2.43% 11
2025
Q2 		$6.12M Sell
12,302
-95
-0.8% -$41.3K 2.53% 8
2025
Q1 		$4.65M Sell
12,397
-111
-0.9% -$45.3K 2.15% 11
2024
Q4 		$5.27M Sell
12,508
-786
-6% -$335K 2.52% 8
2024
Q3 		$5.72M Buy
13,294
+12
+0.1% +$5.13K 2.82% 7
2024
Q2 		$5.94M Sell
13,282
-3
-0% -$1.27K 3.28% 5
2024
Q1 		$5.59M Buy
13,285
+1,145
+9% +$464K 3.29% 5
2023
Q4 		$4.56M Sell
12,140
-17
-0.1% -$6.05K 3.2% 8
2023
Q3 		$3.84M Sell
12,157
-22
-0.2% -$7.27K 3.03% 8
2023
Q2 		$4.15M Sell
12,179
-204
-2% -$63.9K 3.27% 8
2023
Q1 		$3.57M Sell
12,383
-746
-6% -$190K 3.05% 9
2022
Q4 		$3.15M Sell
13,129
-62
-0.5% -$14.9K 2.87% 10
2022
Q3 		$3.07M Sell
13,191
-31
-0.2% -$8.19K 3.18% 7
2022
Q2 		$3.4M Buy
13,222
+466
+4% +$126K 3.51% 8
2022
Q1 		$3.93M Buy
12,756
+3
+0% +$903 3.57% 8
2021
Q4 		$4.29M Buy
+12,753
New +$4.13M 3.79% 7

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

Wealthspan Partners's MSFT Position: Q2 2026 in Review

Wealthspan Partners reduced its Microsoft (MSFT) stake by 1.1% in Q2 2026, selling an estimated $56.2K and leaving 11,989 shares worth $4.47M. The position accounts for 1.41% of the portfolio, ranked #24.

Wealthspan Partners first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.38M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wealthspan Partners held 11,989 shares of Microsoft worth $4.47M as of Q2 2026.
  • Wealthspan Partners sold 139 Microsoft shares in Q2 2026, an estimated $56.2K.
  • Microsoft made up 1.41% of Wealthspan Partners's portfolio in Q2 2026, its #24 holding.
  • Wealthspan Partners first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Wealthspan Partners's Microsoft position peaked at $6.38M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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