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Claris Financial’s Microsoft MSFT Stock Holding History

Claris Financial’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 		$4.85M Sell
13,104
-975
-7% -$408K 2.65% 8
2025
Q4 		$6.81M Sell
14,079
-42
-0.3% -$21K 3.62% 6
2025
Q3 		$7.31M Buy
14,121
+3,992
+39% +$2.04M 4.15% 6
2025
Q2 		$5.04M Sell
10,129
-3,507
-26% -$1.52M 3.8% 5
2025
Q1 		$5.75M Hold
13,636
– – 3.78% 6
2024
Q4 		$5.75M Buy
+13,636
New +$5.81M 3.78% 6

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

Claris Financial's MSFT Position: Q1 2026 in Review

Claris Financial reduced its Microsoft (MSFT) stake by 6.9% in Q1 2026, selling an estimated $408K and leaving 13,104 shares worth $4.85M. The position accounts for 2.65% of the portfolio, ranked #8.

Claris Financial first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.31M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Claris Financial held 13,104 shares of Microsoft worth $4.85M as of Q1 2026.
  • Claris Financial sold 975 Microsoft shares in Q1 2026, an estimated $408K.
  • Microsoft made up 2.65% of Claris Financial's portfolio in Q1 2026, its #8 holding.
  • Claris Financial first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Claris Financial's Microsoft position peaked at $7.31M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.