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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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Global Retirement Partners's MSFT Position: Q4 2025 in Review

Global Retirement Partners increased its Microsoft (MSFT) stake by 34% in Q4 2025, buying an estimated $29.7M and bringing the position to 233,220 shares worth $113M. The position accounts for 2% of the portfolio, ranked #5.

Global Retirement Partners first reported a position in MSFT in Q4 2016 and has held it in 35 quarters since. 6,291 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Global Retirement Partners held 233,220 shares of Microsoft worth $113M as of Q4 2025.
  • Global Retirement Partners bought 59,209 Microsoft shares in Q4 2025, an estimated $29.7M.
  • Microsoft made up 2% of Global Retirement Partners's portfolio in Q4 2025, its #5 holding.
  • Global Retirement Partners first reported a position in Microsoft in Q4 2016 and has held it in 35 quarters since.
  • 6,291 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.