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Concurrent Investment Advisors’s Microsoft MSFT Stock Holding History

Concurrent Investment 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 		$1.52M Sell
4,100
-5,900
-59% -$2.47M 0.02% 708
2025
Q4 		$4.84M Buy
+10,000
New +$5.01M 0.06% 335
2024
Q4 		– Sell
-100
Closed -$43K – 1188
2024
Q3 		$43K Sell
100
-300
-75% -$128K ﹤0.01% 1024
2024
Q2 		$179K Buy
400
+300
+300% +$127K 0.01% 888
2024
Q1 		$42.1K Buy
+100
New +$40.5K ﹤0.01% 875

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

Concurrent Investment Advisors's MSFT Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Microsoft (MSFT) stake by 3.5% in Q1 2026, buying an estimated $8.31M and bringing the position to 580,993 shares worth $215M. The position accounts for 2.34% of the portfolio, ranked #3.

Concurrent Investment Advisors first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $271M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Concurrent Investment Advisors held 580,993 shares of Microsoft worth $215M as of Q1 2026.
  • Concurrent Investment Advisors bought 19,868 Microsoft shares in Q1 2026, an estimated $8.31M.
  • Microsoft made up 2.34% of Concurrent Investment Advisors's portfolio in Q1 2026, its #3 holding.
  • Concurrent Investment Advisors first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Microsoft position peaked at $271M in Q4 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.