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Trask Adam Roland’s Microsoft MSFT Stock Holding History

Trask Adam Roland’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 		$5.18M Buy
+13,986
New +$5.85M 4.9% 6

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Trask Adam Roland's MSFT Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Microsoft (MSFT) in Q1 2026: 13,986 shares worth $5.18M. The stake represents 4.9% of the portfolio and ranks #6 among its holdings.

6,208 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Trask Adam Roland held 13,986 shares of Microsoft worth $5.18M as of Q1 2026.
  • Microsoft was a new Trask Adam Roland position in Q1 2026.
  • Microsoft made up 4.9% of Trask Adam Roland's portfolio in Q1 2026, its #6 holding.
  • 6,208 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.