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Focus Partners Advisor Solutions’s Microsoft MSFT Stock Holding History

Focus Partners Advisor Solutions’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 		$64.8M Buy
175,063
+20,547
+13% +$8.6M 0.65% 27
2025
Q4 		$74.7M Sell
154,516
-75,264
-33% -$37.7M 0.92% 21
2025
Q3 		$117M Buy
229,780
+69,807
+44% +$35.6M 1.33% 18
2025
Q2 		$79.6M Buy
159,973
+25,766
+19% +$11.2M 1.06% 21
2025
Q1 		$50.4M Buy
134,207
+2,524
+2% +$1.03M 0.77% 22
2024
Q4 		$55.5M Buy
131,683
+38,516
+41% +$16.4M 0.94% 20
2024
Q3 		$40.1M Buy
93,167
+4,405
+5% +$1.88M 0.84% 21
2024
Q2 		$39.7M Sell
88,762
-13,633
-13% -$5.76M 1.04% 18
2024
Q1 		$43.1M Buy
102,395
+55,652
+119% +$22.5M 1.25% 15
2023
Q4 		$17.6M Sell
46,743
-9,494
-17% -$3.38M 0.84% 23
2023
Q3 		$17.8M Buy
56,237
+14,739
+36% +$4.87M 0.86% 21
2023
Q2 		$14.1M Sell
41,498
-598
-1% -$187K 0.79% 23
2023
Q1 		$12.1M Sell
42,096
-2,703
-6% -$689K 0.78% 22
2022
Q4 		$10.7M Sell
44,799
-74,728
-63% -$17.9M 0.83% 21
2022
Q3 		$27.8M Buy
119,527
+69,695
+140% +$18.4M 1.64% 12
2022
Q2 		$12.8M Sell
49,832
-42,431
-46% -$11.5M 1.08% 17
2022
Q1 		$28.4M Buy
+92,263
New +$27.8M 2.83% 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

Focus Partners Advisor Solutions's MSFT Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its Microsoft (MSFT) stake by 13% in Q1 2026, buying an estimated $8.6M and bringing the position to 175,063 shares worth $64.8M. The position accounts for 0.65% of the portfolio, ranked #27.

Focus Partners Advisor Solutions first reported a position in MSFT in Q1 2022 and has held it in 17 quarters since. The position peaked at $117M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Focus Partners Advisor Solutions held 175,063 shares of Microsoft worth $64.8M as of Q1 2026.
  • Focus Partners Advisor Solutions bought 20,547 Microsoft shares in Q1 2026, an estimated $8.6M.
  • Microsoft made up 0.65% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #27 holding.
  • Focus Partners Advisor Solutions first reported a position in Microsoft in Q1 2022 and has held it in 17 quarters since.
  • Focus Partners Advisor Solutions's Microsoft position peaked at $117M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.