Focus Partners Wealth
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Focus Partners Wealth’s Microsoft MSFT Stock Holding History

Focus Partners Wealth’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 		– Sell
-10,500
Closed -$5.08M – 2762
2025
Q4 		$5.08M Buy
10,500
+3,000
+40% +$1.5M 0.01% 932
2025
Q3 		$3.88M Hold
7,500
– – 0.01% 824
2025
Q2 		$3.73M Sell
7,500
-3,000
-29% -$1.3M 0.01% 760
2025
Q1 		$3.94M Buy
10,500
+3,000
+40% +$1.22M 0.01% 696
2024
Q4 		$3.16M Buy
7,500
+1,800
+32% +$767K 0.01% 738
2024
Q3 		$2.45M Buy
+5,700
New +$2.44M 0.01% 728

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 Wealth's MSFT Position: Q1 2026 in Review

Focus Partners Wealth increased its Microsoft (MSFT) stake by 20% in Q1 2026, buying an estimated $370M and bringing the position to 5,318,401 shares worth $1.97B. The position accounts for 2.19% of the portfolio, ranked #3.

Focus Partners Wealth first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.15B in Q4 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Focus Partners Wealth held 5,318,401 shares of Microsoft worth $1.97B as of Q1 2026.
  • Focus Partners Wealth bought 883,984 Microsoft shares in Q1 2026, an estimated $370M.
  • Microsoft made up 2.19% of Focus Partners Wealth's portfolio in Q1 2026, its #3 holding.
  • Focus Partners Wealth first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Microsoft position peaked at $2.15B in Q4 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.