Rothschild Capital Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.6M | Sell |
50,194
-1,706
| -3% | -$714K | 4.56% | 8 |
|
|
2025
Q4 | $25.1M | Sell |
51,900
-5,679
| -10% | -$2.85M | 5.9% | 7 |
|
|
2025
Q3 | $29.8M | Buy |
57,579
+24
| +0% | +$12.2K | 7.04% | 5 |
|
|
2025
Q2 | $28.6M | Buy |
57,555
+58
| +0.1% | +$25.2K | 7.51% | 4 |
|
|
2025
Q1 | $21.6M | Buy |
57,497
+1,537
| +3% | +$627K | 5.65% | 6 |
|
|
2024
Q4 | $23.6M | Buy |
55,960
+8,946
| +19% | +$3.81M | 5.72% | 4 |
|
|
2024
Q3 | $20.2M | Buy |
47,014
+250
| +0.5% | +$107K | 5.64% | 6 |
|
|
2024
Q2 | $20.9M | Sell |
46,764
-12
| -0% | -$5.07K | 5.97% | 6 |
|
|
2024
Q1 | $19.7M | Hold |
46,776
| – | – | 5.72% | 6 |
|
|
2023
Q4 | $17.6M | Buy |
46,776
+903
| +2% | +$321K | 5.54% | 6 |
|
|
2023
Q3 | $14.5M | Hold |
45,873
| – | – | 5.67% | 6 |
|
|
2023
Q2 | $15.6M | Hold |
45,873
| – | – | 5.76% | 6 |
|
|
2023
Q1 | $13.2M | Buy |
45,873
+24
| +0.1% | +$6.12K | 5.42% | 8 |
|
|
2022
Q4 | $11.1M | Buy |
45,849
+18
| +0% | +$4.32K | 4.68% | 8 |
|
|
2022
Q3 | $10.7M | Hold |
45,831
| – | – | 4.91% | 7 |
|
|
2022
Q2 | $11.8M | Hold |
45,831
| – | – | 4.92% | 7 |
|
|
2022
Q1 | $14.1M | Sell |
45,831
-1,639
| -3% | -$493K | 4.95% | 6 |
|
|
2021
Q4 | $16M | Buy |
47,470
+454
| +1% | +$147K | 4.76% | 7 |
|
|
2021
Q3 | $13.3M | Buy |
47,016
+151
| +0.3% | +$43.9K | 4.23% | 7 |
|
|
2021
Q2 | $12.7M | Sell |
46,865
-1,385
| -3% | -$352K | 4.06% | 7 |
|
|
2021
Q1 | $11.4M | Sell |
48,250
-26
| -0.1% | -$6.03K | 3.85% | 9 |
|
|
2020
Q4 | $10.7M | Buy |
48,276
+12,467
| +35% | +$2.68M | 3.84% | 9 |
|
|
2020
Q3 | $7.53M | Hold |
35,809
| – | – | 2.98% | 13 |
|
|
2020
Q2 | $7.29M | Buy |
35,809
+3,790
| +12% | +$688K | 3.04% | 13 |
|
|
2020
Q1 | $5.05M | Hold |
32,019
| – | – | 2.81% | 14 |
|
|
2019
Q4 | $5.05M | Buy |
32,019
+7,127
| +29% | +$1.05M | 2.3% | 17 |
|
|
2019
Q3 | $3.46M | Hold |
24,892
| – | – | 1.74% | 20 |
|
|
2019
Q2 | $3.33M | Hold |
24,892
| – | – | 1.63% | 23 |
|
|
2019
Q1 | $2.94M | Buy |
+24,892
| New | +$2.72M | 1.64% | 22 |
|
|
2016
Q1 | – | Sell |
-62,000
| Closed | -$3.44M | – | 74 |
|
|
2015
Q4 | $3.44M | Buy |
+62,000
| New | +$3.26M | 1.73% | 23 |
|
|
2013
Q3 | – | Sell |
-152,092
| Closed | -$5.25M | – | 46 |
|
|
2013
Q2 | $5.25M | Buy |
+152,092
| New | +$4.98M | 2.93% | 20 |
|
Other funds holding MSFT
VCM
VPM
Rothschild Capital Partners's MSFT Position: Q1 2026 in Review
Rothschild Capital Partners reduced its Microsoft (MSFT) stake by 3.3% in Q1 2026, selling an estimated $714K and leaving 50,194 shares worth $18.6M. The position accounts for 4.56% of the portfolio, ranked #8.
Rothschild Capital Partners first reported a position in MSFT in Q2 2013 and has held it in 31 quarters since. The position peaked at $29.8M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Rothschild Capital Partners held 50,194 shares of Microsoft worth $18.6M as of Q1 2026.
- Rothschild Capital Partners sold 1,706 Microsoft shares in Q1 2026, an estimated $714K.
- Microsoft made up 4.56% of Rothschild Capital Partners's portfolio in Q1 2026, its #8 holding.
- Rothschild Capital Partners first reported a position in Microsoft in Q2 2013 and has held it in 31 quarters since.
- Rothschild Capital Partners's Microsoft position peaked at $29.8M in Q3 2025.
- 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.