Kovitz Investment Group Partners
MSFT icon

Kovitz Investment Group Partners’s Microsoft MSFT Stock Holding History

Kovitz Investment Group 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
2026
Q1 		$160M Sell
431,578
-24,147
-5% -$10.1M 3.7% 4
2025
Q4 		$220M Sell
455,725
-1,245,225
-73% -$624M 4.88% 3
2025
Q3 		$881M Buy
1,700,950
+82,390
+5% +$42M 3.43% 2
2025
Q2 		$805M Buy
1,618,560
+169,804
+12% +$73.7M 3.44% 2
2025
Q1 		$544M Buy
1,448,756
+312,310
+27% +$127M 2.73% 3
2024
Q4 		$479M Buy
1,136,446
+308,465
+37% +$131M 2.35% 4
2024
Q3 		$304M Buy
827,981
+226,342
+38% +$96.8M 2.16% 5
2024
Q2 		$269M Buy
601,639
+341,319
+131% +$144M 2.3% 5
2024
Q1 		$110M Buy
260,320
+89,935
+53% +$36.4M 1.39% 23
2023
Q4 		$64.1M Sell
170,385
-4,045
-2% -$1.44M 1.06% 30
2023
Q3 		$55.1M Sell
174,430
-7,577
-4% -$2.5M 0.99% 34
2023
Q2 		$62M Buy
182,007
+770
+0.4% +$241K 0.91% 36
2023
Q1 		$52.3M Sell
181,237
-26,011
-13% -$6.63M 0.91% 34
2022
Q4 		$49.7M Buy
207,248
+4,955
+2% +$1.19M 0.98% 35
2022
Q3 		$47.1M Buy
202,293
+2,242
+1% +$592K 1.09% 35
2022
Q2 		$51.4M Sell
200,051
-3,702
-2% -$1M 1.14% 36
2022
Q1 		$62.8M Buy
203,753
+45,064
+28% +$13.6M 1.2% 31
2021
Q4 		$35.3M Sell
158,689
-47,779
-23% -$15.5M 0.83% 36
2021
Q3 		$58.2M Sell
206,468
-11,043
-5% -$3.21M 1.16% 31
2021
Q2 		$58.9M Buy
217,511
+58,738
+37% +$14.9M 1.16% 32
2021
Q1 		$37.4M Buy
158,773
+309
+0.2% +$71.7K 0.87% 36
2020
Q4 		$35.2M Sell
158,464
-2,917
-2% -$627K 0.86% 36
2020
Q3 		$33.9M Sell
161,381
-8,939
-5% -$1.88M 0.95% 36
2020
Q2 		$34.7M Sell
170,320
-11,656
-6% -$2.12M 1.07% 33
2020
Q1 		$28.7M Sell
181,976
-14,804
-8% -$2.43M 1.04% 32
2019
Q4 		$31M Buy
196,780
+269
+0.1% +$39.5K 0.9% 34
2019
Q3 		$27.3M Sell
196,511
-1,075
-0.5% -$148K 0.87% 33
2019
Q2 		$26.5M Sell
197,586
-6,640
-3% -$843K 0.84% 31
2019
Q1 		$24.1M Buy
204,226
+56,710
+38% +$6.19M 0.76% 34
2018
Q4 		$15M Buy
147,516
+132,581
+888% +$14.2M 0.59% 36
2018
Q3 		$1.71M Sell
14,935
-2,240
-13% -$243K 0.08% 66
2018
Q2 		$1.69M Sell
17,175
-702
-4% -$68K 0.08% 67
2018
Q1 		$1.63M Sell
17,877
-1,956
-10% -$179K 0.08% 70
2017
Q4 		$1.7K Buy
19,833
+1,099
+6% +$90.2K 0.07% 71
2017
Q3 		$1.4M Buy
18,734
+1,165
+7% +$85.1K 0.07% 73
2017
Q2 		$1.21M Buy
17,569
+299
+2% +$20.5K 0.06% 80
2017
Q1 		$1.14M Buy
17,270
+1,215
+8% +$77.9K 0.06% 75
2016
Q4 		$998K Buy
16,055
+462
+3% +$27.8K 0.06% 70
2016
Q3 		$898K Buy
15,593
+566
+4% +$31.9K 0.06% 83
2016
Q2 		$769K Buy
15,027
+3,693
+33% +$192K 0.05% 87
2016
Q1 		$626K Buy
+11,334
New +$594K 0.04% 96

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

Kovitz Investment Group Partners's MSFT Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Microsoft (MSFT) stake by 5.3% in Q1 2026, selling an estimated $10.1M and leaving 431,578 shares worth $160M. The position accounts for 3.7% of the portfolio, ranked #4.

Kovitz Investment Group Partners first reported a position in MSFT in Q1 2016 and has held it in 41 quarters since. The position peaked at $881M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Kovitz Investment Group Partners held 431,578 shares of Microsoft worth $160M as of Q1 2026.
  • Kovitz Investment Group Partners sold 24,147 Microsoft shares in Q1 2026, an estimated $10.1M.
  • Microsoft made up 3.7% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #4 holding.
  • Kovitz Investment Group Partners first reported a position in Microsoft in Q1 2016 and has held it in 41 quarters since.
  • Kovitz Investment Group Partners's Microsoft position peaked at $881M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.