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North Ridge Wealth Advisors’s Microsoft MSFT Stock Holding History

North Ridge Wealth Advisors’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 		$4.11M Sell
11,105
-668
-6% -$280K 2.31% 13
2025
Q4 		$5.69M Sell
11,773
-1,019
-8% -$511K 3.19% 11
2025
Q3 		$6.63M Buy
12,792
+540
+4% +$275K 3.79% 10
2025
Q2 		$6.09M Sell
12,252
-1,300
-10% -$565K 3.74% 10
2025
Q1 		$5.09M Sell
13,552
-38
-0.3% -$15.5K 3.4% 10
2024
Q4 		$5.73M Sell
13,590
-317
-2% -$135K 3.96% 8
2024
Q3 		$5.98M Buy
13,907
+3,002
+28% +$1.28M 4.07% 8
2024
Q2 		$4.87M Sell
10,905
-3,002
-22% -$1.27M 3.7% 8
2024
Q1 		$5.85M Sell
13,907
-100
-0.7% -$40.5K 4.54% 8
2023
Q4 		$5.27M Buy
14,007
+64
+0.5% +$22.8K 4.38% 8
2023
Q3 		$4.4M Sell
13,943
-5
-0% -$1.65K 4.29% 8
2023
Q2 		$4.75M Sell
13,948
-3,057
-18% -$958K 4.54% 8
2023
Q1 		$4.9M Buy
+17,005
New +$4.34M 4.91% 8

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

North Ridge Wealth Advisors's MSFT Position: Q1 2026 in Review

North Ridge Wealth Advisors reduced its Microsoft (MSFT) stake by 5.7% in Q1 2026, selling an estimated $280K and leaving 11,105 shares worth $4.11M. The position accounts for 2.31% of the portfolio, ranked #13.

North Ridge Wealth Advisors first reported a position in MSFT in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.63M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • North Ridge Wealth Advisors held 11,105 shares of Microsoft worth $4.11M as of Q1 2026.
  • North Ridge Wealth Advisors sold 668 Microsoft shares in Q1 2026, an estimated $280K.
  • Microsoft made up 2.31% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #13 holding.
  • North Ridge Wealth Advisors first reported a position in Microsoft in Q1 2023 and has held it in 13 quarters since.
  • North Ridge Wealth Advisors's Microsoft position peaked at $6.63M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.