SoundView Advisors’s Microsoft MSFT Stock Holding History

SoundView Advisors’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	$414K	Sell	1,120 -291	-21%	-$122K	0.15%	24
2025 Q4	$682K	Sell	1,411 -9,915	-88%	-$4.97M	0.24%	21
2025 Q3	$5.87M	Sell	11,326 -404	-3%	-$206K	2.01%	7
2025 Q2	$5.83M	Sell	11,730 -737	-6%	-$320K	2.15%	10
2025 Q1	$4.68M	Sell	12,467 -1,466	-11%	-$598K	1.93%	11
2024 Q4	$5.87M	Buy	+13,933	New	+$5.93M	2.42%	10

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

SoundView Advisors's MSFT Position: Q1 2026 in Review

SoundView Advisors reduced its Microsoft (MSFT) stake by 21% in Q1 2026, selling an estimated $122K and leaving 1,120 shares worth $414K. The position accounts for 0.15% of the portfolio, ranked #24.

SoundView Advisors first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.87M in Q4 2024. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

SoundView Advisors held 1,120 shares of Microsoft worth $414K as of Q1 2026.
SoundView Advisors sold 291 Microsoft shares in Q1 2026, an estimated $122K.
Microsoft made up 0.15% of SoundView Advisors's portfolio in Q1 2026, its #24 holding.
SoundView Advisors first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
SoundView Advisors's Microsoft position peaked at $5.87M in Q4 2024.
6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on SoundView Advisors's 13F filing for Q1 2026, filed 1 May 2026.