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Traction Financial Partners’s Microsoft MSFT Stock Holding History

Traction 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 		– Sell
-798
Closed -$386K – 60
2025
Q4 		$386K Sell
798
-3
-0.4% -$1.5K 0.23% 39
2025
Q3 		$415K Buy
801
+3
+0.4% +$1.53K 0.26% 39
2025
Q2 		$397K Sell
798
-142
-15% -$61.7K 0.27% 45
2025
Q1 		$353K Sell
940
-236
-20% -$96.2K 0.28% 36
2024
Q4 		$496K Buy
1,176
+94
+9% +$40K 0.39% 35
2024
Q3 		$466K Sell
1,082
-2
-0.2% -$855 0.37% 37
2024
Q2 		$456K Hold
1,084
– – 0.33% 37
2024
Q1 		$450K Hold
1,084
– – 0.35% 37
2023
Q4 		$408K Buy
+1,084
New +$386K 0.27% 42

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VCM
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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
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

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

Traction Financial Partners sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 798 shares — an estimated $386K sold.

Traction Financial Partners first reported a position in MSFT in Q4 2023 and held it in 9 quarters. The position peaked at $496K in Q4 2024. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Traction Financial Partners reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • Traction Financial Partners sold 798 Microsoft shares in Q1 2026, an estimated $386K.
  • Traction Financial Partners first reported a position in Microsoft in Q4 2023 and held it in 9 quarters.
  • Traction Financial Partners's Microsoft position peaked at $496K in Q4 2024.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Traction Financial Partners's 13F filing for Q1 2026, filed 14 May 2026.