SHF
MSFT icon

Stage Harbor Financial’s Microsoft MSFT Stock Holding History

Stage Harbor Financial’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 		$472K Sell
1,275
-410
-24% -$172K 0.31% 35
2025
Q4 		$815K Sell
1,685
-163
-9% -$81.7K 0.55% 23
2025
Q3 		$957K Sell
1,848
-19
-1% -$9.69K 0.7% 20
2025
Q2 		$929K Sell
1,867
-262
-12% -$114K 0.75% 20
2025
Q1 		$799K Sell
2,129
-272
-11% -$111K 0.68% 20
2024
Q4 		$1.01M Sell
2,401
-125
-5% -$53.2K 0.88% 18
2024
Q3 		$1.05M Buy
2,526
+32
+1% +$13.7K 0.96% 18
2024
Q2 		$1.11M Buy
2,494
+54
+2% +$22.8K 1.08% 16
2024
Q1 		$1.03M Buy
2,440
+10
+0.4% +$4.05K 0.93% 18
2023
Q4 		$914K Buy
+2,430
New +$865K 0.88% 19

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

Stage Harbor Financial's MSFT Position: Q1 2026 in Review

Stage Harbor Financial reduced its Microsoft (MSFT) stake by 24% in Q1 2026, selling an estimated $172K and leaving 1,275 shares worth $472K. The position accounts for 0.31% of the portfolio, ranked #35.

Stage Harbor Financial first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.11M in Q2 2024. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Stage Harbor Financial held 1,275 shares of Microsoft worth $472K as of Q1 2026.
  • Stage Harbor Financial sold 410 Microsoft shares in Q1 2026, an estimated $172K.
  • Microsoft made up 0.31% of Stage Harbor Financial's portfolio in Q1 2026, its #35 holding.
  • Stage Harbor Financial first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Stage Harbor Financial's Microsoft position peaked at $1.11M in Q2 2024.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.