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Curran Financial Partners’s Microsoft MSFT Stock Holding History

Curran Financial Partners’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 		$2.6M Buy
7,030
+914
+15% +$382K 0.47% 37
2025
Q4 		$2.96M Sell
6,116
-344
-5% -$172K 0.56% 41
2025
Q3 		$3.35M Buy
6,460
+128
+2% +$65.3K 0.66% 38
2025
Q2 		$3.15M Buy
6,332
+1,525
+32% +$662K 0.7% 33
2025
Q1 		$1.8M Buy
4,807
+351
+8% +$143K 0.44% 39
2024
Q4 		$1.88M Buy
4,456
+522
+13% +$222K 0.49% 41
2024
Q3 		$1.69M Buy
3,934
+10
+0.3% +$4.28K 0.48% 41
2024
Q2 		$1.75M Buy
3,924
+560
+17% +$236K 0.59% 36
2024
Q1 		$1.42M Sell
3,364
-72
-2% -$29.1K 0.49% 40
2023
Q4 		$1.38M Sell
3,436
-53
-2% -$18.9K 0.53% 39
2023
Q3 		$1.1M Buy
3,489
+548
+19% +$181K 0.48% 39
2023
Q2 		$1M Buy
2,941
+30
+1% +$9.4K 0.44% 45
2023
Q1 		$839K Buy
2,911
+24
+0.8% +$6.12K 0.4% 40
2022
Q4 		$692K Sell
2,887
-736
-20% -$177K 0.33% 47
2022
Q3 		$844K Buy
3,623
+50
+1% +$13.2K 0.43% 36
2022
Q2 		$918K Buy
3,573
+59
+2% +$16K 0.43% 38
2022
Q1 		$1.08M Buy
3,514
+19
+0.5% +$5.72K 0.45% 46
2021
Q4 		$1.18M Buy
3,495
+1,268
+57% +$411K 0.5% 38
2021
Q3 		$630K Buy
2,227
+189
+9% +$55K 0.32% 41
2021
Q2 		$552K Sell
2,038
-266
-12% -$67.6K 0.3% 43
2021
Q1 		$543K Buy
2,304
+510
+28% +$118K 0.39% 38
2020
Q4 		$399K Buy
+1,794
New +$386K 0.34% 41

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

Curran Financial Partners's MSFT Position: Q1 2026 in Review

Curran Financial Partners increased its Microsoft (MSFT) stake by 15% in Q1 2026, buying an estimated $382K and bringing the position to 7,030 shares worth $2.6M. The position accounts for 0.47% of the portfolio, ranked #37.

Curran Financial Partners first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.35M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Curran Financial Partners held 7,030 shares of Microsoft worth $2.6M as of Q1 2026.
  • Curran Financial Partners bought 914 Microsoft shares in Q1 2026, an estimated $382K.
  • Microsoft made up 0.47% of Curran Financial Partners's portfolio in Q1 2026, its #37 holding.
  • Curran Financial Partners first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Curran Financial Partners's Microsoft position peaked at $3.35M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.