5th Street Advisors’s Microsoft MSFT Stock Holding History

5th Street Advisors’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 Q1	$263K	Sell	710 -266	-27%	-$111K	0.11%	43
2025 Q4	$472K	Buy	+976	New	+$489K	0.22%	31
2025 Q2	–	Sell	-730	Closed	-$274K	–	43
2025 Q1	$274K	Buy	+730	New	+$298K	0.13%	39
2024 Q4	–	Sell	-753	Closed	-$324K	–	37
2024 Q3	$324K	Buy	+753	New	+$322K	0.16%	30

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

5th Street Advisors's MSFT Position: Q1 2026 in Review

5th Street Advisors reduced its Microsoft (MSFT) stake by 27% in Q1 2026, selling an estimated $111K and leaving 710 shares worth $263K. The position accounts for 0.11% of the portfolio, ranked #43.

5th Street Advisors first reported a position in MSFT in Q3 2024 and has held it in 4 quarters since. The position peaked at $472K in Q4 2025. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

5th Street Advisors held 710 shares of Microsoft worth $263K as of Q1 2026.
5th Street Advisors sold 266 Microsoft shares in Q1 2026, an estimated $111K.
Microsoft made up 0.11% of 5th Street Advisors's portfolio in Q1 2026, its #43 holding.
5th Street Advisors first reported a position in Microsoft in Q3 2024 and has held it in 4 quarters since.
5th Street Advisors's Microsoft position peaked at $472K in Q4 2025.
6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on 5th Street Advisors's 13F filing for Q1 2026, filed 5 May 2026.