Root Financial Partners’s Microsoft MSFT Stock Holding History

Root Financial 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	$13M	Buy	35,006 +4,215	+14%	+$1.76M	0.6%	21
2025 Q4	$14.9M	Buy	30,791 +1,829	+6%	+$917K	0.76%	21
2025 Q3	$15M	Buy	28,962 +3,905	+16%	+$1.99M	0.92%	20
2025 Q2	$12.5M	Buy	25,057 +961	+4%	+$417K	1.2%	18
2025 Q1	$9.05M	Buy	24,096 +8,087	+51%	+$3.3M	0.97%	20
2024 Q4	$6.75M	Buy	16,009 +3,420	+27%	+$1.46M	0.84%	17
2024 Q3	$5.42M	Buy	12,589 +5,715	+83%	+$2.44M	0.87%	17
2024 Q2	$3.07M	Buy	6,874 +46	+0.7%	+$19.4K	0.72%	19
2024 Q1	$2.87M	Buy	6,828 +1,346	+25%	+$545K	0.85%	19
2023 Q4	$2.06M	Buy	5,482 +4,355	+386%	+$1.55M	0.77%	17
2023 Q3	$356K	Sell	1,127 -447	-28%	-$148K	0.19%	51
2023 Q2	$536K	Buy	1,574 +399	+34%	+$125K	0.32%	38
2023 Q1	$339K	Buy	+1,175	New	+$300K	0.24%	47

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

Root Financial Partners's MSFT Position: Q1 2026 in Review

Root Financial Partners increased its Microsoft (MSFT) stake by 14% in Q1 2026, buying an estimated $1.76M and bringing the position to 35,006 shares worth $13M. The position accounts for 0.6% of the portfolio, ranked #21.

Root Financial Partners first reported a position in MSFT in Q1 2023 and has held it in 13 quarters since. The position peaked at $15M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Root Financial Partners held 35,006 shares of Microsoft worth $13M as of Q1 2026.
Root Financial Partners bought 4,215 Microsoft shares in Q1 2026, an estimated $1.76M.
Microsoft made up 0.6% of Root Financial Partners's portfolio in Q1 2026, its #21 holding.
Root Financial Partners first reported a position in Microsoft in Q1 2023 and has held it in 13 quarters since.
Root Financial Partners's Microsoft position peaked at $15M in Q3 2025.
6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.