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Tiptree Advisors’s Microsoft MSFT Stock Holding History

Tiptree Advisors’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 		$9.25M Hold
25,000
– – 5.37% 5
2025
Q4 		$12.1M Hold
25,000
– – 6.97% 7
2025
Q3 		$12.9M Buy
25,000
+3,900
+18% +$1.99M 8.1% 3
2025
Q2 		$10.5M Buy
21,100
+3,500
+20% +$1.52M 8.22% 4
2025
Q1 		$6.61M Hold
17,600
– – 5.47% 6
2024
Q4 		$7.42M Buy
+17,600
New +$7.5M 7.69% 4

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

Tiptree Advisors's MSFT Position: Q1 2026 in Review

Tiptree Advisors held its Microsoft (MSFT) position steady in Q1 2026 at 25,000 shares worth $9.25M. The position accounts for 5.37% of the portfolio, ranked #5.

Tiptree Advisors first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.9M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Tiptree Advisors held 25,000 shares of Microsoft worth $9.25M as of Q1 2026.
  • Tiptree Advisors left its Microsoft share count unchanged in Q1 2026.
  • Microsoft made up 5.37% of Tiptree Advisors's portfolio in Q1 2026, its #5 holding.
  • Tiptree Advisors first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Tiptree Advisors's Microsoft position peaked at $12.9M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Tiptree Advisors's 13F filing for Q1 2026, filed 15 May 2026.