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First Affirmative Financial Network’s Microsoft MSFT Stock Holding History

First Affirmative Financial Network’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 		$6.08M Buy
+16,435
New +$6.88M 2.36% 6
2025
Q3 		$6.75M Buy
13,041
+196
+2% +$100K 3.18% 5
2025
Q2 		$6.39M Buy
12,845
+228
+2% +$99K 3.28% 5
2025
Q1 		$4.74M Sell
12,617
-1,255
-9% -$512K 2.9% 5
2024
Q4 		$5.85M Buy
13,872
+826
+6% +$352K 3.37% 6
2024
Q3 		$5.61M Buy
13,046
+5,243
+67% +$2.24M 3.07% 5
2024
Q2 		$3.49M Buy
7,803
+472
+6% +$199K 2.42% 6
2024
Q1 		$3.08M Sell
7,331
-50
-0.7% -$20.2K 2.27% 6
2023
Q4 		$2.78M Buy
7,381
+993
+16% +$353K 2.22% 5
2023
Q3 		$2.02M Buy
6,388
+276
+5% +$91.2K 1.97% 5
2023
Q2 		$2.08M Buy
6,112
+775
+15% +$243K 2.08% 6
2023
Q1 		$1.54M Buy
5,337
+253
+5% +$64.5K 1.78% 9
2022
Q4 		$1.22M Sell
5,084
-116
-2% -$27.8K 1.48% 9
2022
Q3 		$1.21M Buy
5,200
+539
+12% +$142K 1.54% 9
2022
Q2 		$1.2M Sell
4,661
-421
-8% -$114K 1.36% 10
2022
Q1 		$1.57M Sell
5,082
-141
-3% -$42.4K 1.5% 9
2021
Q4 		$1.76M Buy
5,223
+90
+2% +$29.2K 1.6% 8
2021
Q3 		$1.45M Buy
+5,133
New +$1.49M 1.49% 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

First Affirmative Financial Network's MSFT Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Microsoft (MSFT) in Q1 2026: 16,435 shares worth $6.08M. The stake represents 2.36% of the portfolio and ranks #6 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in MSFT as recently as Q3 2025.

First Affirmative Financial Network first reported a position in MSFT in Q3 2021 and has held it in 18 quarters since. The position peaked at $6.75M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • First Affirmative Financial Network held 16,435 shares of Microsoft worth $6.08M as of Q1 2026.
  • Microsoft was a new First Affirmative Financial Network position in Q1 2026.
  • Microsoft made up 2.36% of First Affirmative Financial Network's portfolio in Q1 2026, its #6 holding.
  • First Affirmative Financial Network first reported a position in Microsoft in Q3 2021 and has held it in 18 quarters since.
  • First Affirmative Financial Network's Microsoft position peaked at $6.75M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.