GR Financial Group’s Microsoft MSFT Stock Holding History

GR Financial Group’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	$461K	Sell	1,245 -6,799	-85%	-$2.84M	0.15%	15
2025 Q4	$3.89M	Buy	8,044 +1,568	+24%	+$786K	0.87%	4
2025 Q3	$3.35M	Buy	6,476 +1,365	+27%	+$696K	0.78%	5
2025 Q2	$2.54M	Buy	5,111 +338	+7%	+$147K	0.62%	6
2025 Q1	$1.79M	Buy	4,773 +3,264	+216%	+$1.33M	0.28%	6
2024 Q4	$636K	Buy	1,509 +703	+87%	+$299K	0.11%	8
2024 Q3	$347K	Buy	806 +5	+0.6%	+$2.14K	0.06%	10
2024 Q2	$358K	Sell	801 -45	-5%	-$19K	0.08%	11
2024 Q1	$356K	Buy	846 +79	+10%	+$32K	0.08%	12
2023 Q4	$288K	Buy	767 +27	+4%	+$9.61K	0.1%	10
2023 Q3	$234K	Buy	740 +1	+0.1%	+$330	0.07%	10
2023 Q2	$252K	Buy	739 +2	+0.3%	+$627	0.08%	11
2023 Q1	$213K	Buy	+737	New	+$188K	0.08%	10

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GR Financial Group's MSFT Position: Q1 2026 in Review

GR Financial Group reduced its Microsoft (MSFT) stake by 85% in Q1 2026, selling an estimated $2.84M and leaving 1,245 shares worth $461K. The position accounts for 0.15% of the portfolio, ranked #15.

GR Financial Group first reported a position in MSFT in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.89M in Q4 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

GR Financial Group held 1,245 shares of Microsoft worth $461K as of Q1 2026.
GR Financial Group sold 6,799 Microsoft shares in Q1 2026, an estimated $2.84M.
Microsoft made up 0.15% of GR Financial Group's portfolio in Q1 2026, its #15 holding.
GR Financial Group first reported a position in Microsoft in Q1 2023 and has held it in 13 quarters since.
GR Financial Group's Microsoft position peaked at $3.89M in Q4 2025.
6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on GR Financial Group's 13F filing for Q1 2026, filed 11 May 2026.