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Mosaic Family Wealth Partners’s Microsoft MSFT Stock Holding History

Mosaic Family Wealth 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 		$5.34M Buy
14,430
+4,237
+42% +$1.77M 0.55% 26
2025
Q4 		$4.93M Sell
10,193
-98
-1% -$49.1K 0.54% 25
2025
Q3 		$5.3M Sell
10,291
-68
-0.7% -$34.7K 0.62% 20
2025
Q2 		$5.15M Sell
10,359
-678
-6% -$294K 0.66% 21
2025
Q1 		$4.14M Sell
11,037
-580
-5% -$236K 0.59% 22
2024
Q4 		$4.9M Buy
11,617
+898
+8% +$383K 0.71% 18
2024
Q3 		$4.61M Sell
10,719
-2,125
-17% -$908K 0.68% 18
2024
Q2 		$5.75M Buy
12,844
+143
+1% +$60.4K 0.93% 15
2024
Q1 		$5.35M Sell
12,701
-20,657
-62% -$8.36M 0.88% 17
2023
Q4 		$12.5M Buy
33,358
+21,317
+177% +$7.59M 2.16% 13
2023
Q3 		$3.8M Sell
12,041
-111
-0.9% -$36.7K 0.76% 20
2023
Q2 		$4.12M Buy
12,152
+9
+0.1% +$2.82K 0.81% 20
2023
Q1 		$3.5M Sell
12,143
-75
-0.6% -$19.1K 0.73% 22
2022
Q4 		$2.93M Buy
+12,218
New +$2.93M 0.83% 19

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

Mosaic Family Wealth Partners's MSFT Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Microsoft (MSFT) stake by 42% in Q1 2026, buying an estimated $1.77M and bringing the position to 14,430 shares worth $5.34M. The position accounts for 0.55% of the portfolio, ranked #26.

Mosaic Family Wealth Partners first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.5M in Q4 2023. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Mosaic Family Wealth Partners held 14,430 shares of Microsoft worth $5.34M as of Q1 2026.
  • Mosaic Family Wealth Partners bought 4,237 Microsoft shares in Q1 2026, an estimated $1.77M.
  • Microsoft made up 0.55% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #26 holding.
  • Mosaic Family Wealth Partners first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Mosaic Family Wealth Partners's Microsoft position peaked at $12.5M in Q4 2023.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.