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Saranac Partners’s Microsoft MSFT Stock Holding History

Saranac 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 		$10.6M Sell
28,788
-437
-1% -$183K 4.55% 2
2025
Q4 		$14.1M Buy
29,225
+5,810
+25% +$2.91M 5.53% 2
2025
Q3 		$12.1M Buy
23,415
+810
+4% +$413K 2.19% 5
2025
Q2 		$11.2M Sell
22,605
-487
-2% -$211K 5.97% 1
2025
Q1 		$8.67M Buy
23,092
+156
+0.7% +$63.6K 4.93% 1
2024
Q4 		$10M Buy
+22,936
New +$9.77M 5.52% 1
2024
Q3 		– Sell
-22,403
Closed -$10M – 48
2024
Q2 		$10M Sell
22,403
-505
-2% -$213K 5.95% 1
2024
Q1 		$9.64M Sell
22,908
-210
-0.9% -$85K 5.89% 1
2023
Q4 		$8.69M Sell
23,118
-6,882
-23% -$2.45M 5.73% 1
2023
Q3 		$9.47M Sell
30,000
-678
-2% -$224K 5.32% 1
2023
Q2 		$10.4M Sell
30,678
-1,551
-5% -$486K 5.54% 1
2023
Q1 		$9.29M Buy
32,229
+19,826
+160% +$5.06M 5.48% 1
2022
Q4 		$2.97M Buy
+12,403
New +$2.98M 5.39% 1

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $1.81T AUM 41.13% 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

Saranac Partners's MSFT Position: Q1 2026 in Review

Saranac Partners reduced its Microsoft (MSFT) stake by 1.5% in Q1 2026, selling an estimated $183K and leaving 28,788 shares worth $10.6M. The position accounts for 4.55% of the portfolio, ranked #2.

Saranac Partners first reported a position in MSFT in Q4 2022 and has held it in 13 quarters since. The position peaked at $14.1M in Q4 2025. 6,200 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Saranac Partners held 28,788 shares of Microsoft worth $10.6M as of Q1 2026.
  • Saranac Partners sold 437 Microsoft shares in Q1 2026, an estimated $183K.
  • Microsoft made up 4.55% of Saranac Partners's portfolio in Q1 2026, its #2 holding.
  • Saranac Partners first reported a position in Microsoft in Q4 2022 and has held it in 13 quarters since.
  • Saranac Partners's Microsoft position peaked at $14.1M in Q4 2025.
  • 6,200 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Saranac Partners's 13F filing for Q1 2026, filed 15 May 2026.