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Fiducient Advisors’s Microsoft MSFT Stock Holding History

Fiducient Advisors’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 		$2.94M Sell
7,940
-1,084
-12% -$454K 0.38% 45
2025
Q4 		$4.36M Buy
9,024
+513
+6% +$257K 0.54% 38
2025
Q3 		$4.41M Buy
8,511
+2,700
+46% +$1.38M 0.52% 35
2025
Q2 		$2.89M Sell
5,811
-638
-10% -$277K 0.35% 46
2025
Q1 		$2.42M Sell
6,449
-5,304
-45% -$2.16M 0.3% 43
2024
Q4 		$4.95M Buy
11,753
+5,620
+92% +$2.39M 0.61% 28
2024
Q3 		$2.64M Sell
6,133
-1,949
-24% -$833K 0.3% 39
2024
Q2 		$3.61M Sell
8,082
-1,035
-11% -$437K 0.5% 31
2024
Q1 		$3.84M Buy
9,117
+2,336
+34% +$946K 0.76% 23
2023
Q4 		$2.55M Sell
6,781
-160
-2% -$56.9K 0.48% 25
2023
Q3 		$2.19M Buy
6,941
+5,379
+344% +$1.78M 0.12% 30
2023
Q2 		$532K Buy
1,562
+133
+9% +$41.7K 0.16% 36
2023
Q1 		$412K Sell
1,429
-11,783
-89% -$3.01M 0.13% 35
2022
Q4 		$3.17M Buy
13,212
+9,202
+229% +$2.21M 0.93% 13
2022
Q3 		$934K Sell
4,010
-6,876
-63% -$1.82M 0.44% 19
2022
Q2 		$2.8M Buy
10,886
+6,811
+167% +$1.85M 1.05% 15
2022
Q1 		$1.26M Buy
4,075
+1,031
+34% +$310K 0.47% 18
2021
Q4 		$1.02M Sell
3,044
-10,798
-78% -$3.5M 0.31% 22
2021
Q3 		$3.9M Sell
13,842
-2,669
-16% -$777K 1.18% 13
2021
Q2 		$4.47M Sell
16,511
-1,100
-6% -$280K 1.39% 12
2021
Q1 		$4.15M Sell
17,611
-1,050
-6% -$244K 1.34% 11
2020
Q4 		$4.15M Buy
+18,661
New +$4.01M 1.54% 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

Fiducient Advisors's MSFT Position: Q1 2026 in Review

Fiducient Advisors reduced its Microsoft (MSFT) stake by 12% in Q1 2026, selling an estimated $454K and leaving 7,940 shares worth $2.94M. The position accounts for 0.38% of the portfolio, ranked #45.

Fiducient Advisors first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.95M in Q4 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Fiducient Advisors held 7,940 shares of Microsoft worth $2.94M as of Q1 2026.
  • Fiducient Advisors sold 1,084 Microsoft shares in Q1 2026, an estimated $454K.
  • Microsoft made up 0.38% of Fiducient Advisors's portfolio in Q1 2026, its #45 holding.
  • Fiducient Advisors first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Fiducient Advisors's Microsoft position peaked at $4.95M in Q4 2024.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Fiducient Advisors's 13F filing for Q1 2026, filed 11 May 2026.