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Corient IA’s Microsoft MSFT Stock Holding History

Corient IA’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 		$825K Sell
2,230
-270
-11% -$113K 0.78% 22
2025
Q4 		$1.21M Hold
2,500
– – 1.14% 13
2025
Q3 		$1.29M Sell
2,500
-1,000
-29% -$510K 0.97% 18
2025
Q2 		$1.74M Buy
3,500
+800
+30% +$347K 1.03% 9
2025
Q1 		$1.01M Buy
+2,700
New +$1.1M 0.72% 19

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

Corient IA's MSFT Position: Q1 2026 in Review

Corient IA reduced its Microsoft (MSFT) stake by 11% in Q1 2026, selling an estimated $113K and leaving 2,230 shares worth $825K. The position accounts for 0.78% of the portfolio, ranked #22.

Corient IA first reported a position in MSFT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.74M in Q2 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Corient IA held 2,230 shares of Microsoft worth $825K as of Q1 2026.
  • Corient IA sold 270 Microsoft shares in Q1 2026, an estimated $113K.
  • Microsoft made up 0.78% of Corient IA's portfolio in Q1 2026, its #22 holding.
  • Corient IA first reported a position in Microsoft in Q1 2025 and has held it in 5 quarters since.
  • Corient IA's Microsoft position peaked at $1.74M in Q2 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.