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Perennial Investment Advisors’s Microsoft MSFT Stock Holding History

Perennial Investment 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 		$12.6M Sell
33,999
-179
-0.5% -$74.9K 1% 17
2025
Q4 		$16.5M Buy
34,178
+602
+2% +$302K 1.3% 14
2025
Q3 		$17.4M Sell
33,576
-2,145
-6% -$1.09M 1.43% 13
2025
Q2 		$17.8M Buy
35,721
+1,923
+6% +$835K 1.72% 11
2025
Q1 		$12.7M Buy
33,798
+2,594
+8% +$1.06M 1.43% 16
2024
Q4 		$13.2M Buy
31,204
+1,497
+5% +$638K 1.55% 14
2024
Q3 		$12.8M Sell
29,707
-43
-0.1% -$18.4K 1.66% 10
2024
Q2 		$13.3M Buy
29,750
+917
+3% +$387K 1.9% 9
2024
Q1 		$12.1M Sell
28,833
-5
-0% -$2.02K 1.84% 9
2023
Q4 		$10.8M Buy
28,838
+367
+1% +$131K 1.8% 9
2023
Q3 		$8.99M Buy
28,471
+640
+2% +$211K 1.62% 11
2023
Q2 		$9.48M Sell
27,831
-16
-0.1% -$5.01K 1.67% 9
2023
Q1 		$8.03M Buy
27,847
+2,938
+12% +$749K 1.49% 11
2022
Q4 		$5.97M Sell
24,909
-466
-2% -$112K 2.43% 7
2022
Q3 		$5.91M Sell
25,375
-3,046
-11% -$804K 2.68% 7
2022
Q2 		$7.3M Sell
28,421
-948
-3% -$257K 2.85% 7
2022
Q1 		$9.05M Sell
29,369
-170
-0.6% -$51.1K 2.86% 7
2021
Q4 		$9.93M Buy
29,539
+696
+2% +$226K 3.1% 8
2021
Q3 		$8.13M Buy
28,843
+202
+0.7% +$58.8K 2.88% 7
2021
Q2 		$7.76M Buy
28,641
+2,171
+8% +$552K 2.83% 7
2021
Q1 		$6.24M Buy
26,470
+1,123
+4% +$261K 2.46% 8
2020
Q4 		$5.64M Buy
25,347
+950
+4% +$204K 2.41% 8
2020
Q3 		$5.13M Buy
24,397
+2,159
+10% +$453K 2.57% 8
2020
Q2 		$4.53M Buy
22,238
+1,956
+10% +$355K 3.06% 7
2020
Q1 		$3.2M Buy
20,282
+2,876
+17% +$473K 2.84% 6
2019
Q4 		$2.75M Buy
+17,406
New +$2.56M 2.17% 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

Perennial Investment Advisors's MSFT Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Microsoft (MSFT) stake by 0.52% in Q1 2026, selling an estimated $74.9K and leaving 33,999 shares worth $12.6M. The position accounts for 1% of the portfolio, ranked #17.

Perennial Investment Advisors first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $17.8M in Q2 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Perennial Investment Advisors held 33,999 shares of Microsoft worth $12.6M as of Q1 2026.
  • Perennial Investment Advisors sold 179 Microsoft shares in Q1 2026, an estimated $74.9K.
  • Microsoft made up 1% of Perennial Investment Advisors's portfolio in Q1 2026, its #17 holding.
  • Perennial Investment Advisors first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's Microsoft position peaked at $17.8M in Q2 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.