INVST’s Microsoft MSFT Stock Holding History

INVST’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	$111K	Buy	+300	New	+$126K	0.01%	323

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

INVST's MSFT Position: Q1 2026 in Review

INVST reduced its Microsoft (MSFT) stake by 9.9% in Q1 2026, selling an estimated $534K and leaving 11,655 shares worth $4.31M. The position accounts for 0.49% of the portfolio, ranked #48.

INVST first reported a position in MSFT in Q3 2017 and has held it in 35 quarters since. The position peaked at $7.02M in Q2 2024. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

INVST held 11,655 shares of Microsoft worth $4.31M as of Q1 2026.
INVST sold 1,275 Microsoft shares in Q1 2026, an estimated $534K.
Microsoft made up 0.49% of INVST's portfolio in Q1 2026, its #48 holding.
INVST first reported a position in Microsoft in Q3 2017 and has held it in 35 quarters since.
INVST's Microsoft position peaked at $7.02M in Q2 2024.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.