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Northeast Planning Associates NH’s Microsoft MSFT Stock Holding History

Northeast Planning Associates NH’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 		– Sell
-454
Closed -$220K – 58
2025
Q4 		$220K Hold
454
– – 0.16% 50
2025
Q3 		$235K Hold
454
– – 0.2% 47
2025
Q2 		$226K Buy
+454
New +$197K 0.21% 43

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Geode Capital Management
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VPM
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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

Northeast Planning Associates NH's MSFT Position: Q1 2026 in Review

Northeast Planning Associates NH sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 454 shares — an estimated $220K sold.

Northeast Planning Associates NH first reported a position in MSFT in Q2 2025 and held it in 3 quarters. The position peaked at $235K in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Northeast Planning Associates NH reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • Northeast Planning Associates NH sold 454 Microsoft shares in Q1 2026, an estimated $220K.
  • Northeast Planning Associates NH first reported a position in Microsoft in Q2 2025 and held it in 3 quarters.
  • Northeast Planning Associates NH's Microsoft position peaked at $235K in Q3 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Northeast Planning Associates NH's 13F filing for Q1 2026, filed 27 Apr 2026.