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	$111K	Buy	+300	New	+$126K	0.05%	98

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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.