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Shufro Rose & Co’s Microsoft MSFT Stock Holding History

Shufro Rose & Co’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
2024
Q2 		– Hold
0
– -$210K – 318
2024
Q1 		– Hold
0
– – – 275
2021
Q3 		– Sell
-1,500
Closed -$406K – 309
2021
Q2 		$406K Buy
+1,500
New +$381K 0.03% 191
2020
Q4 		– Sell
-2,500
Closed -$526K – 305
2020
Q3 		$526K Buy
+2,500
New +$525K 0.05% 150
2020
Q1 		– Sell
-1,000
Closed -$158K – 312
2019
Q4 		$158K Buy
+1,000
New +$147K 0.01% 284

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 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 $1.56T AUM 27.86% 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

Shufro Rose & Co's MSFT Position: Q1 2026 in Review

Shufro Rose & Co increased its Microsoft (MSFT) stake by 1.9% in Q1 2026, buying an estimated $875K and bringing the position to 111,238 shares worth $41.2M. The position accounts for 2.8% of the portfolio, ranked #8.

Shufro Rose & Co first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $52.8M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Shufro Rose & Co held 111,238 shares of Microsoft worth $41.2M as of Q1 2026.
  • Shufro Rose & Co bought 2,092 Microsoft shares in Q1 2026, an estimated $875K.
  • Microsoft made up 2.8% of Shufro Rose & Co's portfolio in Q1 2026, its #8 holding.
  • Shufro Rose & Co first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Shufro Rose & Co's Microsoft position peaked at $52.8M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.