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Accordant Advisory Group’s Microsoft MSFT Stock Holding History

Accordant Advisory Group’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 		$727K Buy
1,965
+1,322
+206% +$553K 0.45% 29
2025
Q4 		$311K Sell
643
-20
-3% -$10K 0.21% 43
2025
Q3 		$343K Sell
663
-15
-2% -$7.65K 0.23% 44
2025
Q2 		$337K Buy
678
+17
+3% +$7.38K 0.25% 43
2025
Q1 		$248K Buy
661
+68
+11% +$27.7K 0.24% 32
2024
Q4 		$250K Sell
593
-2,802
-83% -$1.19M 0.24% 38
2024
Q3 		$1.46M Buy
3,395
+230
+7% +$98.3K 1.16% 27
2024
Q2 		$1.41M Sell
3,165
-1,933
-38% -$816K 1.34% 27
2024
Q1 		$2.14M Buy
+5,098
New +$2.06M 1.6% 20

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accordant Advisory Group's MSFT Position: Q1 2026 in Review

Accordant Advisory Group increased its Microsoft (MSFT) stake by 206% in Q1 2026, buying an estimated $553K and bringing the position to 1,965 shares worth $727K. The position accounts for 0.45% of the portfolio, ranked #29.

Accordant Advisory Group first reported a position in MSFT in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.14M in Q1 2024. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Accordant Advisory Group held 1,965 shares of Microsoft worth $727K as of Q1 2026.
  • Accordant Advisory Group bought 1,322 Microsoft shares in Q1 2026, an estimated $553K.
  • Microsoft made up 0.45% of Accordant Advisory Group's portfolio in Q1 2026, its #29 holding.
  • Accordant Advisory Group first reported a position in Microsoft in Q1 2024 and has held it in 9 quarters since.
  • Accordant Advisory Group's Microsoft position peaked at $2.14M in Q1 2024.
  • 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.