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NFP Retirement Inc’s Microsoft MSFT Stock Holding History

NFP Retirement Inc’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 		$4.42M Sell
11,931
-9
-0.1% -$3.77K 0.26% 65
2025
Q4 		$5.77M Sell
11,940
-27
-0.2% -$13.5K 0.35% 52
2025
Q3 		$6.2M Sell
11,967
-944
-7% -$482K 0.4% 49
2025
Q2 		$6.42M Buy
12,911
+8
+0.1% +$3.47K 0.42% 48
2025
Q1 		$4.84M Buy
12,903
+336
+3% +$137K 0.38% 42
2024
Q4 		$5.3M Buy
12,567
+271
+2% +$115K 0.42% 40
2024
Q3 		$5.29M Sell
12,296
-281
-2% -$120K 0.43% 38
2024
Q2 		$5.62M Sell
12,577
-232
-2% -$98K 0.47% 38
2024
Q1 		$5.39M Buy
12,809
+306
+2% +$124K 0.46% 40
2023
Q4 		$4.7M Buy
12,503
+642
+5% +$229K 0.8% 33
2023
Q3 		$3.74M Buy
11,861
+398
+3% +$132K 0.72% 33
2023
Q2 		$3.9M Buy
11,463
+716
+7% +$224K 0.73% 33
2023
Q1 		$3.1M Buy
10,747
+262
+2% +$66.8K 0.62% 40
2022
Q4 		$2.51M Sell
10,485
-47
-0.4% -$11.3K 0.55% 48
2022
Q3 		$2.45M Buy
10,532
+24
+0.2% +$6.34K 0.6% 47
2022
Q2 		$2.7M Buy
10,508
+39
+0.4% +$10.6K 0.68% 41
2022
Q1 		$3.23M Buy
10,469
+7,897
+307% +$2.38M 0.76% 39
2021
Q4 		$865K Buy
2,572
+126
+5% +$40.9K 0.31% 52
2021
Q3 		$690K Sell
2,446
-916
-27% -$267K 0.28% 56
2021
Q2 		$911K Buy
3,362
+974
+41% +$248K 0.35% 54
2021
Q1 		$563K Buy
2,388
+662
+38% +$154K 0.24% 67
2020
Q4 		$384K Buy
1,726
+426
+33% +$91.6K 0.24% 77
2020
Q3 		$274K Buy
1,300
+242
+23% +$50.8K 0.18% 88
2020
Q2 		$215K Buy
+1,058
New +$192K 0.16% 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

NFP Retirement Inc's MSFT Position: Q1 2026 in Review

NFP Retirement Inc reduced its Microsoft (MSFT) stake by 0.08% in Q1 2026, selling an estimated $3.77K and leaving 11,931 shares worth $4.42M. The position accounts for 0.26% of the portfolio, ranked #65.

NFP Retirement Inc first reported a position in MSFT in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.42M in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • NFP Retirement Inc held 11,931 shares of Microsoft worth $4.42M as of Q1 2026.
  • NFP Retirement Inc sold 9 Microsoft shares in Q1 2026, an estimated $3.77K.
  • Microsoft made up 0.26% of NFP Retirement Inc's portfolio in Q1 2026, its #65 holding.
  • NFP Retirement Inc first reported a position in Microsoft in Q2 2020 and has held it in 24 quarters since.
  • NFP Retirement Inc's Microsoft position peaked at $6.42M in Q2 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.