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STAR Financial Bank’s Microsoft MSFT Stock Holding History

STAR Financial Bank’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 		$2.16M Sell
5,833
-289
-5% -$121K 1.02% 22
2025
Q4 		$2.96M Sell
6,122
-672
-10% -$337K 1.51% 20
2025
Q3 		$3.52M Buy
6,794
+627
+10% +$320K 2.08% 13
2025
Q2 		$3.07M Sell
6,167
-365
-6% -$159K 1.95% 13
2025
Q1 		$2.45M Sell
6,532
-614
-9% -$250K 1.8% 14
2024
Q4 		$3.01M Sell
7,146
-1,733
-20% -$738K 2.17% 10
2024
Q3 		$3.82M Sell
8,879
-1,630
-16% -$697K 2.57% 5
2024
Q2 		$4.7M Sell
10,509
-1,118
-10% -$472K 3.62% 4
2024
Q1 		$4.89M Sell
11,627
-443
-4% -$179K 4.18% 4
2023
Q4 		$4.54M Sell
12,070
-182
-1% -$64.8K 4.13% 5
2023
Q3 		$3.87M Sell
12,252
-838
-6% -$277K 3.97% 6
2023
Q2 		$4.46M Sell
13,090
-92
-0.7% -$28.8K 4.16% 6
2023
Q1 		$3.8M Sell
13,182
-233
-2% -$59.4K 3.7% 6
2022
Q4 		$3.22M Buy
+13,415
New +$3.22M 3.19% 6

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

STAR Financial Bank's MSFT Position: Q1 2026 in Review

STAR Financial Bank reduced its Microsoft (MSFT) stake by 4.7% in Q1 2026, selling an estimated $121K and leaving 5,833 shares worth $2.16M. The position accounts for 1.02% of the portfolio, ranked #22.

STAR Financial Bank first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.89M in Q1 2024. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • STAR Financial Bank held 5,833 shares of Microsoft worth $2.16M as of Q1 2026.
  • STAR Financial Bank sold 289 Microsoft shares in Q1 2026, an estimated $121K.
  • Microsoft made up 1.02% of STAR Financial Bank's portfolio in Q1 2026, its #22 holding.
  • STAR Financial Bank first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • STAR Financial Bank's Microsoft position peaked at $4.89M in Q1 2024.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.