Plan Group Financial’s Microsoft MSFT Stock Holding History

Plan Group Financial’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	$1.19M	Sell	3,208 -260	-7%	-$109K	0.28%	82
2025 Q4	$1.68M	Sell	3,468 -1,329	-28%	-$666K	0.44%	71
2025 Q3	$2.48M	Buy	4,797 +522	+12%	+$266K	0.67%	50
2025 Q2	$2.13M	Buy	4,275 +33	+0.8%	+$14.3K	0.7%	41
2025 Q1	$1.59M	Buy	4,242 +3,029	+250%	+$1.23M	0.57%	47
2024 Q4	$511K	Buy	1,213 +39	+3%	+$16.6K	0.27%	66
2024 Q3	$505K	Buy	1,174 +405	+53%	+$173K	0.27%	66
2024 Q2	$344K	Buy	769 +157	+26%	+$66.3K	0.21%	74
2024 Q1	$258K	Sell	612 -1,283	-68%	-$519K	0.17%	79
2023 Q4	$713K	Sell	1,895 -586	-24%	-$209K	0.63%	35
2023 Q3	$783K	Sell	2,481 -2,342	-49%	-$774K	0.56%	30
2023 Q2	$1.61M	Buy	+4,823	New	+$1.51M	1.34%	19
2022 Q2	$481K	Buy	+1,874	New	+$509K	0.83%	30

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

Plan Group Financial's MSFT Position: Q1 2026 in Review

Plan Group Financial reduced its Microsoft (MSFT) stake by 7.5% in Q1 2026, selling an estimated $109K and leaving 3,208 shares worth $1.19M. The position accounts for 0.28% of the portfolio, ranked #82.

Plan Group Financial first reported a position in MSFT in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.48M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Plan Group Financial held 3,208 shares of Microsoft worth $1.19M as of Q1 2026.
Plan Group Financial sold 260 Microsoft shares in Q1 2026, an estimated $109K.
Microsoft made up 0.28% of Plan Group Financial's portfolio in Q1 2026, its #82 holding.
Plan Group Financial first reported a position in Microsoft in Q2 2022 and has held it in 13 quarters since.
Plan Group Financial's Microsoft position peaked at $2.48M in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.