Persistent Asset Partners’s Microsoft MSFT Stock Holding History

Persistent Asset Partners’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	-1,174	Closed	-$568K	–	427
2025 Q4	$568K	Buy	+1,174	New	+$588K	0.26%	113

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Persistent Asset Partners's MSFT Position: Q1 2026 in Review

Persistent Asset Partners sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 1,174 shares — an estimated $568K sold.

Persistent Asset Partners first reported a position in MSFT in Q4 2025 and held it in 1 quarter. The position peaked at $568K in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Persistent Asset Partners reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
Persistent Asset Partners sold 1,174 Microsoft shares in Q1 2026, an estimated $568K.
Persistent Asset Partners first reported a position in Microsoft in Q4 2025 and held it in 1 quarter.
Persistent Asset Partners's Microsoft position peaked at $568K in Q4 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Persistent Asset Partners's 13F filing for Q1 2026, filed 12 May 2026.