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Northern Financial Advisors’s Microsoft MSFT Stock Holding History

Northern Financial 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 		$4.73M Buy
12,777
+3,376
+36% +$1.41M 3.45% 5
2025
Q4 		$4.55M Buy
9,401
+610
+7% +$306K 5.2% 3
2025
Q3 		$4.55M Buy
8,791
+665
+8% +$339K 2.39% 12
2025
Q2 		$4.04M Sell
8,126
-143
-2% -$62.1K 3.03% 6
2025
Q1 		$3.1M Sell
8,269
-83
-1% -$33.8K 2.56% 7
2024
Q4 		$3.52M Sell
8,352
-280
-3% -$119K 2.81% 8
2024
Q3 		$3.71M Sell
8,632
-223
-3% -$95.3K 2.82% 6
2024
Q2 		$3.96M Sell
8,855
-20
-0.2% -$8.45K 3.17% 5
2024
Q1 		$3.73M Sell
8,875
-102
-1% -$41.3K 2.91% 4
2023
Q4 		$3.38M Buy
8,977
+373
+4% +$133K 2.84% 5
2023
Q3 		$2.72M Sell
8,604
-187
-2% -$61.8K 2.49% 5
2023
Q2 		$2.99M Sell
8,791
-120
-1% -$37.6K 2.64% 5
2023
Q1 		$2.57M Buy
8,911
+74
+0.8% +$18.9K 2.42% 5
2022
Q4 		$2.12M Buy
+8,837
New +$2.12M 2.4% 6

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

Northern Financial Advisors's MSFT Position: Q1 2026 in Review

Northern Financial Advisors increased its Microsoft (MSFT) stake by 36% in Q1 2026, buying an estimated $1.41M and bringing the position to 12,777 shares worth $4.73M. The position accounts for 3.45% of the portfolio, ranked #5.

Northern Financial Advisors first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Northern Financial Advisors held 12,777 shares of Microsoft worth $4.73M as of Q1 2026.
  • Northern Financial Advisors bought 3,376 Microsoft shares in Q1 2026, an estimated $1.41M.
  • Microsoft made up 3.45% of Northern Financial Advisors's portfolio in Q1 2026, its #5 holding.
  • Northern Financial Advisors first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.