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Coordinated Financial Services’s Microsoft MSFT Stock Holding History

Coordinated Financial Services’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 		$1.55M Sell
4,174
-365
-8% -$153K 0.89% 24
2025
Q4 		$2.19M Buy
4,539
+346
+8% +$173K 1.26% 15
2025
Q3 		$2.17M Buy
4,193
+17
+0.4% +$8.67K 1.39% 14
2025
Q2 		$2.08M Buy
4,176
+77
+2% +$33.4K 1.44% 11
2025
Q1 		$1.54M Sell
4,099
-159
-4% -$64.8K 1.18% 20
2024
Q4 		$1.79M Buy
+4,258
New +$1.81M 1.4% 13
2024
Q2 		$1.91M Sell
4,266
-106
-2% -$44.8K 1.63% 10
2024
Q1 		$1.84M Buy
+4,372
New +$1.77M 1.61% 11

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

Coordinated Financial Services's MSFT Position: Q1 2026 in Review

Coordinated Financial Services reduced its Microsoft (MSFT) stake by 8% in Q1 2026, selling an estimated $153K and leaving 4,174 shares worth $1.55M. The position accounts for 0.89% of the portfolio, ranked #24.

Coordinated Financial Services first reported a position in MSFT in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.19M in Q4 2025. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Coordinated Financial Services held 4,174 shares of Microsoft worth $1.55M as of Q1 2026.
  • Coordinated Financial Services sold 365 Microsoft shares in Q1 2026, an estimated $153K.
  • Microsoft made up 0.89% of Coordinated Financial Services's portfolio in Q1 2026, its #24 holding.
  • Coordinated Financial Services first reported a position in Microsoft in Q1 2024 and has held it in 8 quarters since.
  • Coordinated Financial Services's Microsoft position peaked at $2.19M in Q4 2025.
  • 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.