Corient Private Wealth
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Corient Private Wealth’s Microsoft MSFT Stock Holding History

Corient Private Wealth’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 		$2.12B Sell
5,668,485
-18,189,017
-76% -$7.61B 3.04% 3
2025
Q4 		$8.09B Buy
23,857,502
+18,528,108
+348% +$9.28B 5.44% 1
2025
Q3 		$2.74B Sell
5,329,394
-5,795,114
-52% -$2.96B 4.32% 1
2025
Q2 		$5.53B Buy
11,124,508
+5,369,525
+93% +$2.33B 7.36% 2
2025
Q1 		$2.16B Sell
5,754,983
-422,387
-7% -$172M 3.53% 3
2024
Q4 		$2.58B Sell
6,177,370
-383,769
-6% -$163M 4.29% 2
2024
Q3 		$2.82B Buy
6,561,139
+233,112
+4% +$99.6M 4.41% 2
2024
Q2 		$2.83B Sell
6,328,027
-46,910
-0.7% -$19.8M 4.93% 1
2024
Q1 		$2.68B Sell
6,374,937
-21,091
-0.3% -$8.54M 4.77% 1
2023
Q4 		$2.41B Buy
6,396,028
+533,144
+9% +$190M 4.42% 2
2023
Q3 		$1.85B Buy
5,862,884
+46,183
+0.8% +$15.3M 4.25% 2
2023
Q2 		$1.98B Buy
5,816,701
+318,289
+6% +$99.8M 4.57% 2
2023
Q1 		$1.59B Buy
5,498,412
+1,600,494
+41% +$408M 4.26% 2
2022
Q4 		$936M Buy
+3,897,918
New +$935M 3.4% 2

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 Private Wealth's MSFT Position: Q1 2026 in Review

Corient Private Wealth reduced its Microsoft (MSFT) stake by 76% in Q1 2026, selling an estimated $7.61B and leaving 5,668,485 shares worth $2.12B. The position accounts for 3.04% of the portfolio, ranked #3.

Corient Private Wealth first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.09B in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Corient Private Wealth held 5,668,485 shares of Microsoft worth $2.12B as of Q1 2026.
  • Corient Private Wealth sold 18,189,017 Microsoft shares in Q1 2026, an estimated $7.61B.
  • Microsoft made up 3.04% of Corient Private Wealth's portfolio in Q1 2026, its #3 holding.
  • Corient Private Wealth first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Microsoft position peaked at $8.09B in Q4 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.