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Ipsen Advisor Group’s Microsoft MSFT Stock Holding History

Ipsen Advisor 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 		$1.02M Buy
2,754
+54
+2% +$22.6K 0.71% 42
2025
Q4 		$1.31M Sell
2,700
-64
-2% -$32.1K 0.93% 28
2025
Q3 		$1.43M Sell
2,764
-419
-13% -$214K 1.03% 26
2025
Q2 		$1.58M Buy
3,183
+123
+4% +$53.4K 1.21% 21
2025
Q1 		$1.15M Sell
3,060
-23
-0.7% -$9.38K 0.99% 25
2024
Q4 		$1.3M Buy
+3,083
New +$1.31M 1.11% 24
2022
Q4 		$713K Buy
+2,975
New +$714K 0.82% 27

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

Ipsen Advisor Group's MSFT Position: Q1 2026 in Review

Ipsen Advisor Group increased its Microsoft (MSFT) stake by 2% in Q1 2026, buying an estimated $22.6K and bringing the position to 2,754 shares worth $1.02M. The position accounts for 0.71% of the portfolio, ranked #42.

Ipsen Advisor Group first reported a position in MSFT in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.58M in Q2 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Ipsen Advisor Group held 2,754 shares of Microsoft worth $1.02M as of Q1 2026.
  • Ipsen Advisor Group bought 54 Microsoft shares in Q1 2026, an estimated $22.6K.
  • Microsoft made up 0.71% of Ipsen Advisor Group's portfolio in Q1 2026, its #42 holding.
  • Ipsen Advisor Group first reported a position in Microsoft in Q4 2022 and has held it in 7 quarters since.
  • Ipsen Advisor Group's Microsoft position peaked at $1.58M in Q2 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.