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Arrien Investments’s Microsoft MSFT Stock Holding History

Arrien Investments’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 		$240K Buy
649
+75
+13% +$31.4K 0.13% 39
2025
Q4 		$278K Hold
574
– – 0.16% 35
2025
Q3 		$297K Hold
574
– – 0.17% 33
2025
Q2 		$286K Sell
574
-38
-6% -$16.5K 0.18% 34
2025
Q1 		$230K Sell
612
-46
-7% -$18.8K 0.16% 32
2024
Q4 		$273K Buy
658
+20
+3% +$8.52K 0.19% 33
2024
Q3 		$275K Sell
638
-24
-4% -$10.3K 0.2% 32
2024
Q2 		$296K Sell
662
-121
-15% -$51.1K 0.23% 31
2024
Q1 		$329K Sell
783
-163
-17% -$66K 0.26% 29
2023
Q4 		$356K Sell
946
-353
-27% -$126K 0.31% 26
2023
Q3 		$410K Sell
1,299
-36
-3% -$11.9K 0.39% 25
2023
Q2 		$455K Buy
1,335
+31
+2% +$9.72K 0.39% 27
2023
Q1 		$376K Buy
+1,304
New +$333K 0.37% 22

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

Arrien Investments's MSFT Position: Q1 2026 in Review

Arrien Investments increased its Microsoft (MSFT) stake by 13% in Q1 2026, buying an estimated $31.4K and bringing the position to 649 shares worth $240K. The position accounts for 0.13% of the portfolio, ranked #39.

Arrien Investments first reported a position in MSFT in Q1 2023 and has held it in 13 quarters since. The position peaked at $455K in Q2 2023. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Arrien Investments held 649 shares of Microsoft worth $240K as of Q1 2026.
  • Arrien Investments bought 75 Microsoft shares in Q1 2026, an estimated $31.4K.
  • Microsoft made up 0.13% of Arrien Investments's portfolio in Q1 2026, its #39 holding.
  • Arrien Investments first reported a position in Microsoft in Q1 2023 and has held it in 13 quarters since.
  • Arrien Investments's Microsoft position peaked at $455K in Q2 2023.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Arrien Investments's 13F filing for Q1 2026, filed 27 Apr 2026.