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McCarter Private Wealth Services’s Microsoft MSFT Stock Holding History

McCarter Private Wealth Services’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 		$8.25M Sell
22,276
-54
-0.2% -$22.6K 3.59% 2
2025
Q4 		$10.8M Buy
22,330
+591
+3% +$296K 4.85% 2
2025
Q3 		$11.3M Sell
21,739
-334
-2% -$170K 5.77% 2
2025
Q2 		$11M Sell
22,073
-180
-0.8% -$78.2K 6.28% 2
2025
Q1 		$8.35M Sell
22,253
-243
-1% -$99.1K 5.47% 2
2024
Q4 		$9.48M Buy
22,496
+919
+4% +$391K 6.02% 2
2024
Q3 		$9.28M Buy
+21,577
New +$9.22M 5.87% 2

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

McCarter Private Wealth Services's MSFT Position: Q1 2026 in Review

McCarter Private Wealth Services reduced its Microsoft (MSFT) stake by 0.24% in Q1 2026, selling an estimated $22.6K and leaving 22,276 shares worth $8.25M. The position accounts for 3.59% of the portfolio, ranked #2.

McCarter Private Wealth Services first reported a position in MSFT in Q3 2024 and has held it in 7 quarters since. The position peaked at $11.3M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • McCarter Private Wealth Services held 22,276 shares of Microsoft worth $8.25M as of Q1 2026.
  • McCarter Private Wealth Services sold 54 Microsoft shares in Q1 2026, an estimated $22.6K.
  • Microsoft made up 3.59% of McCarter Private Wealth Services's portfolio in Q1 2026, its #2 holding.
  • McCarter Private Wealth Services first reported a position in Microsoft in Q3 2024 and has held it in 7 quarters since.
  • McCarter Private Wealth Services's Microsoft position peaked at $11.3M in Q3 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.