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Fiduciary Wealth Partners’s Microsoft MSFT Stock Holding History

Fiduciary Wealth 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 		$2.69M Sell
7,260
-2,605
-26% -$1.09M 1.76% 8
2025
Q4 		$4.77M Sell
9,865
-63
-0.6% -$31.6K 1.96% 8
2025
Q3 		$5.14M Buy
9,928
+6,189
+166% +$3.16M 2.16% 8
2025
Q2 		$1.86M Sell
3,739
-2,672
-42% -$1.16M 1.75% 10
2025
Q1 		$2.41M Buy
+6,411
New +$2.61M 2.08% 8

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

Fiduciary Wealth Partners's MSFT Position: Q1 2026 in Review

Fiduciary Wealth Partners reduced its Microsoft (MSFT) stake by 26% in Q1 2026, selling an estimated $1.09M and leaving 7,260 shares worth $2.69M. The position accounts for 1.76% of the portfolio, ranked #8.

Fiduciary Wealth Partners first reported a position in MSFT in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.14M in Q3 2025. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Fiduciary Wealth Partners held 7,260 shares of Microsoft worth $2.69M as of Q1 2026.
  • Fiduciary Wealth Partners sold 2,605 Microsoft shares in Q1 2026, an estimated $1.09M.
  • Microsoft made up 1.76% of Fiduciary Wealth Partners's portfolio in Q1 2026, its #8 holding.
  • Fiduciary Wealth Partners first reported a position in Microsoft in Q1 2025 and has held it in 5 quarters since.
  • Fiduciary Wealth Partners's Microsoft position peaked at $5.14M in Q3 2025.
  • 6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.