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Steward Partners Investment Solutions’s Microsoft MSFT Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$54.7M Buy
129,910
+102,466
+373% +$41.5M 9.2% 1
2023
Q4 		$10.3M Buy
+27,444
New +$9.77M 4.3% 5

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Steward Partners Investment Solutions's MSFT Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Microsoft (MSFT) stake by 373% in Q1 2024, buying an estimated $41.5M and bringing the position to 129,910 shares worth $54.7M. The position accounts for 9.2% of the portfolio, ranked #1.

Steward Partners Investment Solutions first reported a position in MSFT in Q4 2023 and has held it in 2 quarters since. 5,226 funds tracked by Wall St. Rank hold MSFT as of Q1 2024.

  • Steward Partners Investment Solutions held 129,910 shares of Microsoft worth $54.7M as of Q1 2024.
  • Steward Partners Investment Solutions bought 102,466 Microsoft shares in Q1 2024, an estimated $41.5M.
  • Microsoft made up 9.2% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #1 holding.
  • Steward Partners Investment Solutions first reported a position in Microsoft in Q4 2023 and has held it in 2 quarters since.
  • 5,226 funds tracked by Wall St. Rank held Microsoft as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.