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Strategic Financial Partners’s Microsoft MSFT Stock Holding History

Strategic 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 		$1.58M Sell
4,264
-18
-0.4% -$7.53K 0.68% 31
2025
Q4 		$2.07M Sell
4,282
-6
-0.1% -$3.01K 0.9% 24
2025
Q3 		$2.22M Sell
4,288
-170
-4% -$86.7K 1.02% 21
2025
Q2 		$2.22M Sell
4,458
-25
-0.6% -$10.9K 1.03% 22
2025
Q1 		$1.68M Sell
4,483
-22
-0.5% -$8.97K 0.89% 20
2024
Q4 		$1.9M Buy
4,505
+792
+21% +$337K 0.97% 21
2024
Q3 		$1.6M Buy
3,713
+96
+3% +$41K 0.82% 22
2024
Q2 		$1.62M Buy
3,617
+1
+0% +$422 0.89% 22
2024
Q1 		$1.52M Buy
3,616
+49
+1% +$19.8K 0.84% 23
2023
Q4 		$1.34M Buy
3,567
+301
+9% +$107K 0.78% 21
2023
Q3 		$1.03M Sell
3,266
-4
-0.1% -$1.32K 0.63% 24
2023
Q2 		$1.11M Sell
3,270
-36
-1% -$11.3K 0.63% 26
2023
Q1 		$953K Sell
3,306
-30
-0.9% -$7.65K 0.58% 28
2022
Q4 		$800K Hold
3,336
– – 0.49% 31
2022
Q3 		$777K Sell
3,336
-25
-0.7% -$6.6K 0.49% 26
2022
Q2 		$863K Hold
3,361
– – 0.5% 27
2022
Q1 		$1.04M Sell
3,361
-20
-0.6% -$6.02K 0.53% 22
2021
Q4 		$1.14M Sell
3,381
-9
-0.3% -$2.92K 0.56% 24
2021
Q3 		$956K Buy
3,390
+134
+4% +$39K 0.51% 25
2021
Q2 		$882K Hold
3,256
– – 0.49% 27
2021
Q1 		$768K Sell
3,256
-5
-0.2% -$1.16K 0.46% 30
2020
Q4 		$725K Sell
3,261
-20
-0.6% -$4.3K 0.47% 31
2020
Q3 		$690K Buy
3,281
+130
+4% +$27.3K 0.54% 28
2020
Q2 		$641K Sell
3,151
-20
-0.6% -$3.63K 0.53% 29
2020
Q1 		$500K Sell
3,171
-431
-12% -$70.9K 0.53% 34
2019
Q4 		$568K Buy
+3,602
New +$529K 0.47% 43

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

Strategic Financial Partners's MSFT Position: Q1 2026 in Review

Strategic Financial Partners reduced its Microsoft (MSFT) stake by 0.42% in Q1 2026, selling an estimated $7.53K and leaving 4,264 shares worth $1.58M. The position accounts for 0.68% of the portfolio, ranked #31.

Strategic Financial Partners first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.22M in Q3 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Strategic Financial Partners held 4,264 shares of Microsoft worth $1.58M as of Q1 2026.
  • Strategic Financial Partners sold 18 Microsoft shares in Q1 2026, an estimated $7.53K.
  • Microsoft made up 0.68% of Strategic Financial Partners's portfolio in Q1 2026, its #31 holding.
  • Strategic Financial Partners first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Strategic Financial Partners's Microsoft position peaked at $2.22M in Q3 2025.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.