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TFO Wealth Partners’s Microsoft MSFT Stock Holding History

TFO Wealth 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 		$364K Buy
+983
New +$411K 0.05% 52
2024
Q2 		– Sell
-119
Closed -$50.1K – 500
2024
Q1 		$50.1K Sell
119
-165
-58% -$66.8K 0.01% 56
2023
Q4 		$107K Sell
284
-1,606
-85% -$572K 0.02% 44
2023
Q3 		$644K Buy
1,890
+985
+109% +$325K 0.13% 27
2023
Q2 		$308K Buy
905
+586
+184% +$184K 0.07% 32
2023
Q1 		$92K Buy
319
+316
+10,533% +$80.6K 0.02% 59
2022
Q4 		$4.34K Sell
3
-329
-99% -$79K ﹤0.01% 185
2022
Q3 		$77K Sell
332
-249
-43% -$65.7K 0.02% 49
2022
Q2 		$149K Sell
581
-233
-29% -$63.2K 0.03% 49
2022
Q1 		$251K Buy
814
+614
+307% +$185K 0.05% 40
2021
Q4 		$68K Buy
200
+197
+6,567% +$63.9K 0.01% 55
2021
Q3 		$1K Buy
3
+2
+200% +$582 ﹤0.01% 136
2021
Q2 		$0 Buy
+1
New +$254 ﹤0.01% 149
2020
Q4 		– Sell
-1,268
Closed -$267K – 136
2020
Q3 		$267K Buy
1,268
+110
+9% +$23.1K 0.1% 26
2020
Q2 		$236K Buy
1,158
+12
+1% +$2.18K 0.09% 28
2020
Q1 		$180K Sell
1,146
-80
-7% -$13.2K 0.08% 34
2019
Q4 		$193K Buy
+1,226
New +$180K 0.18% 29

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

TFO Wealth Partners's MSFT Position: Q1 2026 in Review

TFO Wealth Partners opened a new position in Microsoft (MSFT) in Q1 2026: 983 shares worth $364K. The stake represents 0.05% of the portfolio and ranks #52 among its holdings. This is a return to the name: TFO Wealth Partners previously reported a position in MSFT as recently as Q1 2024.

TFO Wealth Partners first reported a position in MSFT in Q4 2019 and has held it in 17 quarters since. The position peaked at $644K in Q3 2023. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • TFO Wealth Partners held 983 shares of Microsoft worth $364K as of Q1 2026.
  • Microsoft was a new TFO Wealth Partners position in Q1 2026.
  • Microsoft made up 0.05% of TFO Wealth Partners's portfolio in Q1 2026, its #52 holding.
  • TFO Wealth Partners first reported a position in Microsoft in Q4 2019 and has held it in 17 quarters since.
  • TFO Wealth Partners's Microsoft position peaked at $644K in Q3 2023.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on TFO Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.