Kovitz Investment Group Partners
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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
2025
Q2 		– Sell
-4,600
Closed -$1.03M – 1386
2025
Q1 		$1.03M Buy
4,600
+36
+0.8% +$14.7K 0.01% 732
2024
Q4 		$315K Buy
+4,564
New +$1.94M ﹤0.01% 1032

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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.