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Triad Wealth Partners’s Microsoft MSFT Stock Holding History

Triad 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 		$13.2M Buy
35,599
+4,925
+16% +$2.06M 1.04% 21
2025
Q4 		$14.8M Buy
30,674
+3,718
+14% +$1.86M 1.41% 14
2025
Q3 		$14M Buy
26,956
+4,044
+18% +$2.06M 1.8% 13
2025
Q2 		$11.4M Buy
22,912
+7,672
+50% +$3.33M 2.3% 9
2025
Q1 		$5.72M Buy
15,240
+1,065
+8% +$434K 1.78% 14
2024
Q4 		$5.98M Buy
14,175
+2,812
+25% +$1.2M 2.16% 11
2024
Q3 		$4.89M Buy
11,363
+1,421
+14% +$607K 2.6% 12
2024
Q2 		$4.44M Buy
9,942
+2,925
+42% +$1.24M 2.33% 11
2024
Q1 		$2.95M Buy
+7,017
New +$2.84M 2.26% 15

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

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

Triad Wealth Partners increased its Microsoft (MSFT) stake by 16% in Q1 2026, buying an estimated $2.06M and bringing the position to 35,599 shares worth $13.2M. The position accounts for 1.04% of the portfolio, ranked #21.

Triad Wealth Partners first reported a position in MSFT in Q1 2024 and has held it in 9 quarters since. The position peaked at $14.8M in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Triad Wealth Partners held 35,599 shares of Microsoft worth $13.2M as of Q1 2026.
  • Triad Wealth Partners bought 4,925 Microsoft shares in Q1 2026, an estimated $2.06M.
  • Microsoft made up 1.04% of Triad Wealth Partners's portfolio in Q1 2026, its #21 holding.
  • Triad Wealth Partners first reported a position in Microsoft in Q1 2024 and has held it in 9 quarters since.
  • Triad Wealth Partners's Microsoft position peaked at $14.8M in Q4 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.