Tacita Capital’s Microsoft MSFT Stock Holding History

Tacita Capital’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	$1.43M	Sell	3,861 -205	-5%	-$85.8K	0.85%	34
2025 Q4	$1.97M	Sell	4,066 -165	-4%	-$82.7K	1.14%	28
2025 Q3	$2.19M	Buy	4,231 +22	+0.5%	+$11.2K	1.32%	26
2025 Q2	$2.09M	Buy	4,209 +435	+12%	+$189K	1.35%	27
2025 Q1	$1.42M	Buy	3,774 +50	+1%	+$20.4K	1.02%	31
2024 Q4	$1.57M	Buy	3,724 +130	+4%	+$55.4K	1.12%	30
2024 Q3	$1.55M	Hold	3,594	–	–	1.01%	31
2024 Q2	$1.61M	Sell	3,594 -766	-18%	-$323K	1.13%	27
2024 Q1	$1.83M	Sell	4,360 -32	-0.7%	-$13K	1.27%	26
2023 Q4	$1.65M	Buy	4,392 +96	+2%	+$34.2K	1.22%	26
2023 Q3	$1.36M	Hold	4,296	–	–	1.06%	29
2023 Q2	$1.46M	Hold	4,296	–	–	1.07%	30
2023 Q1	$1.24M	Hold	4,296	–	–	0.93%	31
2022 Q4	$1.03M	Hold	4,296	–	–	0.77%	34
2022 Q3	$1M	Hold	4,296	–	–	0.78%	35
2022 Q2	$1.1M	Hold	4,296	–	–	0.76%	35
2022 Q1	$1.32M	Hold	4,296	–	–	0.77%	36
2021 Q4	$1.45M	Hold	4,296	–	–	0.82%	36
2021 Q3	$1.21M	Hold	4,296	–	–	0.74%	35
2021 Q2	$1.16M	Buy	4,296 +235	+6%	+$59.7K	0.7%	35
2021 Q1	$957K	Hold	4,061	–	–	0.62%	37
2020 Q4	$903K	Buy	+4,061	New	+$873K	0.59%	37

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

Tacita Capital's MSFT Position: Q1 2026 in Review

Tacita Capital reduced its Microsoft (MSFT) stake by 5% in Q1 2026, selling an estimated $85.8K and leaving 3,861 shares worth $1.43M. The position accounts for 0.85% of the portfolio, ranked #34.

Tacita Capital first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.19M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Tacita Capital held 3,861 shares of Microsoft worth $1.43M as of Q1 2026.
Tacita Capital sold 205 Microsoft shares in Q1 2026, an estimated $85.8K.
Microsoft made up 0.85% of Tacita Capital's portfolio in Q1 2026, its #34 holding.
Tacita Capital first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
Tacita Capital's Microsoft position peaked at $2.19M in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.