Quotient Wealth Partners’s Microsoft MSFT Stock Holding History

Quotient Wealth 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	$12.6M	Buy	34,134 +154	+0.5%	+$64.4K	0.33%	29
2025 Q4	$16.4M	Sell	33,980 -1,397	-4%	-$700K	0.44%	29
2025 Q3	$18.3M	Buy	35,377 +793	+2%	+$405K	0.5%	27
2025 Q2	$17.2M	Buy	34,584 +2,606	+8%	+$1.13M	0.51%	24
2025 Q1	$12M	Sell	31,978 -1,198	-4%	-$488K	0.38%	27
2024 Q4	$14M	Sell	33,176 -295	-0.9%	-$126K	0.46%	27
2024 Q3	$14.4M	Sell	33,471 -1,507	-4%	-$644K	0.47%	27
2024 Q2	$15.6M	Sell	34,978 -231	-0.7%	-$97.6K	0.55%	25
2024 Q1	$14.8M	Sell	35,209 -3,179	-8%	-$1.29M	0.53%	26
2023 Q4	$14.4M	Buy	+38,388	New	+$13.7M	0.56%	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

Quotient Wealth Partners's MSFT Position: Q1 2026 in Review

Quotient Wealth Partners increased its Microsoft (MSFT) stake by 0.45% in Q1 2026, buying an estimated $64.4K and bringing the position to 34,134 shares worth $12.6M. The position accounts for 0.33% of the portfolio, ranked #29.

Quotient Wealth Partners first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.3M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Quotient Wealth Partners held 34,134 shares of Microsoft worth $12.6M as of Q1 2026.
Quotient Wealth Partners bought 154 Microsoft shares in Q1 2026, an estimated $64.4K.
Microsoft made up 0.33% of Quotient Wealth Partners's portfolio in Q1 2026, its #29 holding.
Quotient Wealth Partners first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's Microsoft position peaked at $18.3M in Q3 2025.
6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.