WealthShield Partners, LLC MSFT — MICROSOFT CORP

Ownership history in WealthShield Partners, LLC  ·  34 quarters on record

AI Ownership Summary

WealthShield Partners, LLC reported MICROSOFT CORP (MSFT) in 34 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.87% in 2025 Q2. The latest visible filing shows MSFT at 1.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WealthShield Partners, LLC's position in MICROSOFT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MSFT was reported at 1.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.87% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MSFT stock page WealthShield Partners, LLC fund profile WealthShield Partners, LLC full holdings
How WealthShield Partners, LLC held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 34,440 +2,541 +8.0% 1.42% $12.7M 2026-05-01 $414.44
2025 Q4 ADDED — — — 31,899 +651 +2.1% 1.70% $15.4M 2026-02-03 $410.27
2025 Q3 ADDED — — — 31,248 +87 +0.3% 1.84% $16.2M 2025-10-31 $515.67
2025 Q2 REDUCED — — — 31,161 -39 -0.1% 1.87% $15.5M 2025-08-08 $519.02
2025 Q1 ADDED — — — 31,200 +7,247 +30.3% 1.50% $11.7M 2025-05-09 $435.40
2024 Q4 REDUCED 6.8% -10.8% ✅ 23,953 -1,748 -6.8% 1.43% $10.1M 2025-02-04 $408.42
2024 Q3 ADDED — — — 25,701 +1,998 +8.4% 1.50% $11.1M 2024-11-04 $403.74
2024 Q2 REDUCED — — — 23,703 -112 -0.5% 1.61% $10.6M 2024-07-26 $419.60
2024 Q1 REDUCED 6.4% +8.8% ❌ 23,815 -1,628 -6.4% 1.62% $10.0M 2024-04-29 $396.17
2023 Q4 REDUCED 9.5% +13.1% ❌ 25,443 -2,663 -9.5% 1.57% $9.6M 2024-01-23 $392.14
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MSFT

As of 2026 Q1 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 43.08% DDD Partners, LLC 3Y 7Y 29.42% BELLEVUE ASSET MANAGEMENT, LLC 3Y 24.19% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 23.7% Lakeside Advisors, INC. 3Y 20.91% Union Bancaire Privee, UBP SA 20.47% Ivory Union Consulting Ltd 19.17% Groupe des Assurances du Credit Mutuel 17.12% AMIRAL GESTION 16.65% Metropolis Capital Ltd 3Y 7Y 14.72%

FAQ About WealthShield Partners, LLC and MSFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has WealthShield Partners, LLC reported owning MSFT?

WealthShield Partners, LLC reported MSFT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MSFT position in WealthShield Partners, LLC's portfolio?

The largest reported portfolio weight for MSFT was 1.87% in 2025 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2026 Q1, when WealthShield Partners, LLC reported 34,440 shares, equal to 1.42% of portfolio, with an estimated market value of $12.7M.

What does the chart on this MSFT ownership page compare?

The chart compares WealthShield Partners, LLC's quarterly MSFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WealthShield Partners, LLC time their MSFT position?

Based on 13F filing dates vs. subsequent MSFT price moves, WealthShield Partners, LLC correctly timed 20 out of 32 reported position changes (62%).

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