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Signal Tree Financial Partners’s Microsoft MSFT Stock Holding History

Signal Tree 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 		$404K Sell
1,092
-203
-16% -$84.9K 0.31% 30
2025
Q4 		$626K Sell
1,295
-2
-0.2% -$1K 0.48% 29
2025
Q3 		$674K Sell
1,297
-80
-6% -$40.8K 0.53% 29
2025
Q2 		$685K Buy
1,377
+83
+6% +$36K 0.59% 27
2025
Q1 		$486K Buy
1,294
+158
+14% +$64.4K 0.49% 24
2024
Q4 		$479K Buy
+1,136
New +$484K 0.56% 23

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

Signal Tree Financial Partners's MSFT Position: Q1 2026 in Review

Signal Tree Financial Partners reduced its Microsoft (MSFT) stake by 16% in Q1 2026, selling an estimated $84.9K and leaving 1,092 shares worth $404K. The position accounts for 0.31% of the portfolio, ranked #30.

Signal Tree Financial Partners first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $685K in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Signal Tree Financial Partners held 1,092 shares of Microsoft worth $404K as of Q1 2026.
  • Signal Tree Financial Partners sold 203 Microsoft shares in Q1 2026, an estimated $84.9K.
  • Microsoft made up 0.31% of Signal Tree Financial Partners's portfolio in Q1 2026, its #30 holding.
  • Signal Tree Financial Partners first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Signal Tree Financial Partners's Microsoft position peaked at $685K in Q2 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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