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Horizon Family Wealth’s Microsoft MSFT Stock Holding History

Horizon Family 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 		$637K Sell
1,720
-179
-9% -$74.9K 0.34% 50
2025
Q4 		$918K Buy
1,899
+4
+0.2% +$2K 0.49% 39
2025
Q3 		$981K Sell
1,895
-95
-5% -$48.5K 0.56% 32
2025
Q2 		$990K Buy
1,990
+6
+0.3% +$2.61K 0.6% 31
2025
Q1 		$745K Sell
1,984
-131
-6% -$53.4K 0.5% 31
2024
Q4 		$892K Sell
2,115
-57
-3% -$24.3K 0.59% 32
2024
Q3 		$935K Sell
2,172
-2
-0.1% -$855 0.67% 25
2024
Q2 		$972K Sell
2,174
-40
-2% -$16.9K 0.74% 25
2024
Q1 		$932K Buy
2,214
+3
+0.1% +$1.21K 0.72% 25
2023
Q4 		$831K Buy
2,211
+5
+0.2% +$1.78K 0.7% 24
2023
Q3 		$697K Buy
2,206
+4
+0.2% +$1.32K 0.67% 24
2023
Q2 		$750K Sell
2,202
-233
-10% -$73K 0.72% 23
2023
Q1 		$702K Buy
2,435
+27
+1% +$6.89K 0.74% 23
2022
Q4 		$578K Buy
2,408
+10
+0.4% +$2.4K 0.67% 27
2022
Q3 		$559K Buy
2,398
+16
+0.7% +$4.22K 0.68% 30
2022
Q2 		$612K Sell
2,382
-45
-2% -$12.2K 0.71% 30
2022
Q1 		$748K Sell
2,427
-13
-0.5% -$3.91K 0.74% 31
2021
Q4 		$821K Buy
+2,440
New +$791K 0.84% 30

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

Horizon Family Wealth's MSFT Position: Q1 2026 in Review

Horizon Family Wealth reduced its Microsoft (MSFT) stake by 9.4% in Q1 2026, selling an estimated $74.9K and leaving 1,720 shares worth $637K. The position accounts for 0.34% of the portfolio, ranked #50.

Horizon Family Wealth first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $990K in Q2 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Horizon Family Wealth held 1,720 shares of Microsoft worth $637K as of Q1 2026.
  • Horizon Family Wealth sold 179 Microsoft shares in Q1 2026, an estimated $74.9K.
  • Microsoft made up 0.34% of Horizon Family Wealth's portfolio in Q1 2026, its #50 holding.
  • Horizon Family Wealth first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Horizon Family Wealth's Microsoft position peaked at $990K in Q2 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.