Trifecta Capital Advisors’s Microsoft MSFT Stock Holding History

Trifecta Capital 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	$26.8M	Buy	72,317 +1,058	+1%	+$443K	4.14%	5
2025 Q4	$34.5M	Buy	71,259 +1,084	+2%	+$543K	5.1%	3
2025 Q3	$36.3M	Buy	70,175 +1,572	+2%	+$802K	5.53%	3
2025 Q2	$34.1M	Buy	68,603 +7,115	+12%	+$3.09M	5.68%	3
2025 Q1	$23.1M	Buy	61,488 +811	+1%	+$331K	4.84%	3
2024 Q4	$25.6M	Buy	60,677 +1,477	+2%	+$629K	5.05%	4
2024 Q3	$25.5M	Buy	59,200 +1,119	+2%	+$478K	5.33%	3
2024 Q2	$26M	Buy	58,081 +2,232	+4%	+$943K	5.75%	2
2024 Q1	$23.5M	Buy	55,849 +1,349	+2%	+$546K	5.72%	2
2023 Q4	$20.5M	Buy	54,500 +1,214	+2%	+$432K	5.67%	3
2023 Q3	$16.8M	Buy	53,286 +1,111	+2%	+$367K	5.41%	3
2023 Q2	$17.8M	Sell	52,175 -2,816	-5%	-$883K	5.72%	3
2023 Q1	$15.9M	Buy	54,991 +1,715	+3%	+$437K	5.59%	3
2022 Q4	$12.8M	Buy	+53,276	New	+$12.8M	5.09%	3

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Trifecta Capital Advisors's MSFT Position: Q1 2026 in Review

Trifecta Capital Advisors increased its Microsoft (MSFT) stake by 1.5% in Q1 2026, buying an estimated $443K and bringing the position to 72,317 shares worth $26.8M. The position accounts for 4.14% of the portfolio, ranked #5.

Trifecta Capital Advisors first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $36.3M in Q3 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Trifecta Capital Advisors held 72,317 shares of Microsoft worth $26.8M as of Q1 2026.
Trifecta Capital Advisors bought 1,058 Microsoft shares in Q1 2026, an estimated $443K.
Microsoft made up 4.14% of Trifecta Capital Advisors's portfolio in Q1 2026, its #5 holding.
Trifecta Capital Advisors first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's Microsoft position peaked at $36.3M in Q3 2025.
6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.