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WealthSpring Partners’s Microsoft MSFT Stock Holding History

WealthSpring 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 		$1.44M Sell
3,865
-31
-0.8% -$12.5K 1.24% 21
2026
Q1 		$1.44M Buy
3,896
+95
+2% +$39.8K 1.32% 19
2025
Q4 		$1.84M Buy
+3,801
New +$1.9M 1.88% 16
2023
Q3 		$2.31M Buy
7,318
+1,190
+19% +$393K 1.73% 14
2023
Q2 		$2.09M Buy
6,128
+152
+3% +$47.6K 1.51% 15
2023
Q1 		$1.72M Buy
5,976
+6
+0.1% +$1.53K 1.33% 15
2022
Q4 		$1.43M Sell
5,970
-254
-4% -$61K 1.12% 17
2022
Q3 		$1.45M Buy
+6,224
New +$1.64M 1.28% 18

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

WealthSpring Partners's MSFT Position: Q2 2026 in Review

WealthSpring Partners reduced its Microsoft (MSFT) stake by 0.8% in Q2 2026, selling an estimated $12.5K and leaving 3,865 shares worth $1.44M. The position accounts for 1.24% of the portfolio, ranked #21.

WealthSpring Partners first reported a position in MSFT in Q3 2022 and has held it in 8 quarters since. The position peaked at $2.31M in Q3 2023. 6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • WealthSpring Partners held 3,865 shares of Microsoft worth $1.44M as of Q2 2026.
  • WealthSpring Partners sold 31 Microsoft shares in Q2 2026, an estimated $12.5K.
  • Microsoft made up 1.24% of WealthSpring Partners's portfolio in Q2 2026, its #21 holding.
  • WealthSpring Partners first reported a position in Microsoft in Q3 2022 and has held it in 8 quarters since.
  • WealthSpring Partners's Microsoft position peaked at $2.31M in Q3 2023.
  • 6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on WealthSpring Partners's 13F filing for Q2 2026, filed 5 Aug 2026.