PCP
MSFT icon

Proficio Capital Partners’s Microsoft MSFT Stock Holding History

Proficio Capital 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 		$12.1M Buy
32,691
+166
+0.5% +$69.5K 0.65% 35
2025
Q4 		$15.7M Sell
32,525
-1,069
-3% -$536K 1.1% 18
2025
Q3 		$17.4M Sell
33,594
-29,157
-46% -$14.9M 1.2% 19
2025
Q2 		$31.2M Buy
62,751
+1,070
+2% +$465K 1.94% 9
2025
Q1 		$23.3M Buy
61,681
+2,543
+4% +$1.04M 1.8% 11
2024
Q4 		$24.9M Buy
59,138
+10,676
+22% +$4.55M 2.02% 11
2024
Q3 		$20.9M Sell
48,462
-9,051
-16% -$3.87M 2.07% 9
2024
Q2 		$25.7M Buy
57,513
+5
+0% +$2.11K 2.7% 10
2024
Q1 		$24.2M Buy
57,508
+651
+1% +$264K 2.66% 10
2023
Q4 		$21.4M Buy
56,857
+231
+0.4% +$82.2K 2.64% 8
2023
Q3 		$17.9M Buy
56,626
+6,550
+13% +$2.16M 2.38% 9
2023
Q2 		$17.1M Buy
50,076
+309
+0.6% +$96.8K 2.32% 10
2023
Q1 		$14.3M Buy
49,767
+1,912
+4% +$488K 2.28% 11
2022
Q4 		$11.5M Buy
47,855
+1,312
+3% +$315K 2.18% 9
2022
Q3 		$10.8M Buy
46,543
+295
+0.6% +$77.9K 1.99% 11
2022
Q2 		$11.9M Buy
46,248
+338
+0.7% +$91.7K 2.22% 10
2022
Q1 		$14.2M Sell
45,910
-2,271
-5% -$683K 2.11% 8
2021
Q4 		$16.2M Sell
48,181
-1,489
-3% -$483K 2.25% 8
2021
Q3 		$14M Sell
49,670
-552
-1% -$161K 1.84% 11
2021
Q2 		$13.6M Buy
50,222
+344
+0.7% +$87.4K 1.66% 17
2021
Q1 		$11.8M Buy
49,878
+7,078
+17% +$1.64M 1.52% 15
2020
Q4 		$9.52M Buy
42,800
+882
+2% +$190K 1.49% 16
2020
Q3 		$8.73M Buy
41,918
+581
+1% +$122K 1.54% 14
2020
Q2 		$8.41M Buy
41,337
+1,041
+3% +$189K 1.72% 15
2020
Q1 		$6.7M Buy
40,296
+7,801
+24% +$1.28M 1.68% 12
2019
Q4 		$5.12M Buy
32,495
+800
+3% +$118K 1.48% 15
2019
Q3 		$4.41M Sell
31,695
-4,983
-14% -$685K 1.64% 16
2019
Q2 		$4.91M Buy
36,678
+1,494
+4% +$190K 1.68% 12
2019
Q1 		$4.15M Buy
35,184
+3,252
+10% +$355K 1.48% 15
2018
Q4 		$3.24M Buy
31,932
+313
+1% +$33.5K 1.44% 17
2018
Q3 		$3.62M Buy
31,619
+92
+0.3% +$9.97K 1.19% 16
2018
Q2 		$3.11M Buy
31,527
+511
+2% +$49.5K 1.28% 20
2018
Q1 		$2.83M Buy
31,016
+380
+1% +$34.8K 0.83% 21
2017
Q4 		$2.62M Buy
30,636
+99
+0.3% +$8.12K 0.84% 23
2017
Q3 		$2.27M Buy
30,537
+738
+2% +$53.9K 0.92% 22
2017
Q2 		$2.15M Sell
29,799
-73
-0.2% -$5.01K 0.89% 23
2017
Q1 		$2.05M Buy
29,872
+4,555
+18% +$292K 0.9% 25
2016
Q4 		$1.57M Buy
25,317
+471
+2% +$28.3K 0.67% 32
2016
Q3 		$1.43M Buy
24,846
+3
+0% +$169 0.83% 32
2016
Q2 		$1.4M Buy
24,843
+7,554
+44% +$393K 0.88% 30
2016
Q1 		$955K Buy
17,289
+2,595
+18% +$136K 0.8% 37
2015
Q4 		$815K Buy
+14,694
New +$773K 0.8% 38

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

Proficio Capital Partners's MSFT Position: Q1 2026 in Review

Proficio Capital Partners increased its Microsoft (MSFT) stake by 0.51% in Q1 2026, buying an estimated $69.5K and bringing the position to 32,691 shares worth $12.1M. The position accounts for 0.65% of the portfolio, ranked #35.

Proficio Capital Partners first reported a position in MSFT in Q4 2015 and has held it in 42 quarters since. The position peaked at $31.2M in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Proficio Capital Partners held 32,691 shares of Microsoft worth $12.1M as of Q1 2026.
  • Proficio Capital Partners bought 166 Microsoft shares in Q1 2026, an estimated $69.5K.
  • Microsoft made up 0.65% of Proficio Capital Partners's portfolio in Q1 2026, its #35 holding.
  • Proficio Capital Partners first reported a position in Microsoft in Q4 2015 and has held it in 42 quarters since.
  • Proficio Capital Partners's Microsoft position peaked at $31.2M in Q2 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.