SEC 13F Intelligence

Focus Partners Wealth / MSFT

Focus Partners Wealth’s Microsoft Corp Position

Does Focus Partners Wealth own Microsoft Corp (MSFT)? Yes — 5.32M shares worth $2.0B (+2.19% of its 13F portfolio) as of Q1 2026, up from 4.43M shares the prior filed quarter.

Position Value
$2.0B
Q1 2026
Shares
5.32M
% of Portfolio
+2.19%
Quarters Held
10
currently held

Position History MSFT

Reported value by quarter
Q4 ’23: $243,044Q4 ’23Q1 ’24: $472,575Q2 ’24: $2MQ2 ’24Q3 ’24: $793MQ4 ’24: $1.1BQ4 ’24Q1 ’25: $2.1BQ2 ’25: $1.4BQ2 ’25Q3 ’25: $1.5BQ4 ’25: $2.1BQ4 ’25Q1 ’26: $2.0Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.32M$2.0B+2.19%
Q4 20254.43M$2.1B+2.45%
Q3 20252.80M$1.5B+2.34%
Q2 20252.73M$1.4B+2.94%
Q1 20255.30M$2.1B+2.69%
Q4 20242.46M$1.1B+2.86%
Q3 20241.84M$793M+2.52%
Q2 20243.76M$2M+5.65%
Q1 20241.12M$472,575+3.84%
Q4 2023646.3K$243,044+3.18%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Focus Partners Wealth’s full portfolio or all institutional holders of MSFT.