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Tred Avon Family Wealth’s Microsoft MSFT Stock Holding History

Tred Avon Family Wealth’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 		$9.32M Sell
25,178
-78
-0.3% -$32.6K 3.09% 4
2025
Q4 		$12.2M Buy
25,256
+2,513
+11% +$1.26M 3.97% 2
2025
Q3 		$11.8M Buy
+22,743
New +$11.6M 4.05% 2

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

Tred Avon Family Wealth's MSFT Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Microsoft (MSFT) stake by 0.31% in Q1 2026, selling an estimated $32.6K and leaving 25,178 shares worth $9.32M. The position accounts for 3.09% of the portfolio, ranked #4.

Tred Avon Family Wealth first reported a position in MSFT in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.2M in Q4 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Tred Avon Family Wealth held 25,178 shares of Microsoft worth $9.32M as of Q1 2026.
  • Tred Avon Family Wealth sold 78 Microsoft shares in Q1 2026, an estimated $32.6K.
  • Microsoft made up 3.09% of Tred Avon Family Wealth's portfolio in Q1 2026, its #4 holding.
  • Tred Avon Family Wealth first reported a position in Microsoft in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Microsoft position peaked at $12.2M in Q4 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.