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Northwest & Ethical Investments’s Microsoft MSFT Stock Holding History

Northwest & Ethical Investments’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
2024
Q3 		– Sell
-31
Closed -$11.1K – 533
2024
Q2 		$11.1K Buy
+31
New +$13.1K ﹤0.01% 479

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Northwest & Ethical Investments's MSFT Position: Q1 2026 in Review

Northwest & Ethical Investments reduced its Microsoft (MSFT) stake by 11% in Q1 2026, selling an estimated $19.7M and leaving 399,316 shares worth $148M. The position accounts for 3.42% of the portfolio, ranked #2.

Northwest & Ethical Investments first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $251M in Q3 2025. 6,196 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Northwest & Ethical Investments held 399,316 shares of Microsoft worth $148M as of Q1 2026.
  • Northwest & Ethical Investments sold 47,009 Microsoft shares in Q1 2026, an estimated $19.7M.
  • Microsoft made up 3.42% of Northwest & Ethical Investments's portfolio in Q1 2026, its #2 holding.
  • Northwest & Ethical Investments first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Northwest & Ethical Investments's Microsoft position peaked at $251M in Q3 2025.
  • 6,196 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.