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Global Retirement Partners’s Microsoft MSFT Stock Holding History

Global Retirement 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
2023
Q1 		– Sell
-2,000
Closed -$580 – 3290
2022
Q4 		$580 Hold
2,000
– – ﹤0.01% 2730
2022
Q3 		$5K Hold
2,000
– – ﹤0.01% 1941
2022
Q2 		$38K Hold
2,000
– – ﹤0.01% 1096
2022
Q1 		$46K Buy
+2,000
New +$602K ﹤0.01% 1027

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Global Retirement Partners's MSFT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Microsoft (MSFT) in Q2 2026: 242,026 shares worth $90.3M. The stake represents 1.38% of the portfolio and ranks #7 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MSFT as recently as Q4 2025.

Global Retirement Partners first reported a position in MSFT in Q4 2016 and has held it in 36 quarters since. The position peaked at $113M in Q4 2025. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Global Retirement Partners held 242,026 shares of Microsoft worth $90.3M as of Q2 2026.
  • Microsoft was a new Global Retirement Partners position in Q2 2026.
  • Microsoft made up 1.38% of Global Retirement Partners's portfolio in Q2 2026, its #7 holding.
  • Global Retirement Partners first reported a position in Microsoft in Q4 2016 and has held it in 36 quarters since.
  • Global Retirement Partners's Microsoft position peaked at $113M in Q4 2025.
  • 6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.