Border to Coast Pensions Partnership’s Microsoft MSFT Stock Holding History

Border to Coast Pensions Partnership’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	$230M	Sell	620,612 -204,161	-25%	-$85.4M	3.89%	6
2025 Q4	$400M	Hold	824,773	–	–	6.96%	2
2025 Q3	$427M	Hold	824,773	–	–	7.44%	2
2025 Q2	$410M	Buy	824,773 +10,179	+1%	+$4.42M	7.53%	1
2025 Q1	$306M	Buy	814,594 +28,543	+4%	+$11.6M	6.26%	2
2024 Q4	$331M	Buy	786,051 +26,040	+3%	+$11.1M	6.49%	1
2024 Q3	$326M	Buy	760,011 +32,422	+4%	+$13.9M	6.65%	1
2024 Q2	$325M	Sell	727,589 -25,911	-3%	-$10.9M	7.68%	1
2024 Q1	$317M	Hold	753,500	–	–	7.07%	1
2023 Q4	$283M	Buy	753,500 +12,500	+2%	+$4.45M	6.91%	1
2023 Q3	$232M	Sell	741,000 -34,710	-4%	-$11.5M	6.18%	2
2023 Q2	$264M	Sell	775,710 -20,000	-3%	-$6.27M	6.63%	2
2023 Q1	$229M	Buy	795,710 +114,248	+17%	+$29.1M	6.16%	2
2022 Q4	$163M	Sell	681,462 -45,000	-6%	-$10.8M	5.24%	2
2022 Q3	$169M	Hold	726,462	–	–	5.47%	2
2022 Q2	$187M	Buy	726,462 +89,446	+14%	+$24.3M	5.8%	1
2022 Q1	$196M	Sell	637,016 -16,284	-2%	-$4.9M	5.58%	1
2021 Q4	$220M	Hold	653,300	–	–	7.39%	1
2021 Q3	$219M	Sell	653,300 -55,000	-8%	-$16M	7.44%	1
2021 Q2	$193M	Buy	+708,300	New	+$180M	6.74%	2

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

Border to Coast Pensions Partnership's MSFT Position: Q1 2026 in Review

Border to Coast Pensions Partnership reduced its Microsoft (MSFT) stake by 25% in Q1 2026, selling an estimated $85.4M and leaving 620,612 shares worth $230M. The position accounts for 3.89% of the portfolio, ranked #6.

Border to Coast Pensions Partnership first reported a position in MSFT in Q2 2021 and has held it in 20 quarters since. The position peaked at $427M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Border to Coast Pensions Partnership held 620,612 shares of Microsoft worth $230M as of Q1 2026.
Border to Coast Pensions Partnership sold 204,161 Microsoft shares in Q1 2026, an estimated $85.4M.
Microsoft made up 3.89% of Border to Coast Pensions Partnership's portfolio in Q1 2026, its #6 holding.
Border to Coast Pensions Partnership first reported a position in Microsoft in Q2 2021 and has held it in 20 quarters since.
Border to Coast Pensions Partnership's Microsoft position peaked at $427M in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Border to Coast Pensions Partnership's 13F filing for Q1 2026, filed 22 Apr 2026.