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Triune Financial Partners’s Microsoft MSFT Stock Holding History

Triune 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 		$468K Sell
1,264
-88
-7% -$36.8K 0.11% 26
2025
Q4 		$582K Buy
1,352
+218
+19% +$109K 0.14% 22
2025
Q3 		$587K Sell
1,134
-22
-2% -$11.2K 0.15% 21
2025
Q2 		$575K Sell
1,156
-183
-14% -$79.5K 0.16% 19
2025
Q1 		$503K Buy
1,339
+369
+38% +$150K 0.16% 19
2024
Q4 		$409K Sell
970
-33
-3% -$14.1K 0.13% 18
2024
Q3 		$432K Buy
1,003
+2
+0.2% +$855 0.14% 19
2024
Q2 		$448K Sell
1,001
-61
-6% -$25.8K 0.15% 19
2024
Q1 		$447K Sell
1,062
-14
-1% -$5.67K 0.16% 20
2023
Q4 		$405K Buy
1,076
+55
+5% +$19.6K 0.15% 18
2023
Q3 		$322K Hold
1,021
– – 0.13% 22
2023
Q2 		$348K Buy
1,021
+53
+5% +$16.6K 0.14% 22
2023
Q1 		$279K Buy
968
+15
+2% +$3.83K 0.12% 20
2022
Q4 		$229K Buy
953
+10
+1% +$2.4K 0.11% 25
2022
Q3 		$220K Buy
943
+10
+1% +$2.64K 0.12% 19
2022
Q2 		$240K Buy
933
+95
+11% +$25.8K 0.13% 19
2022
Q1 		$258K Sell
838
-2
-0.2% -$602 0.14% 19
2021
Q4 		$283K Buy
+840
New +$272K 0.14% 18
2021
Q2 		$229K Buy
+845
New +$215K 0.19% 18

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

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

Triune Financial Partners reduced its Microsoft (MSFT) stake by 6.5% in Q1 2026, selling an estimated $36.8K and leaving 1,264 shares worth $468K. The position accounts for 0.11% of the portfolio, ranked #26.

Triune Financial Partners first reported a position in MSFT in Q2 2021 and has held it in 19 quarters since. The position peaked at $587K in Q3 2025. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Triune Financial Partners held 1,264 shares of Microsoft worth $468K as of Q1 2026.
  • Triune Financial Partners sold 88 Microsoft shares in Q1 2026, an estimated $36.8K.
  • Microsoft made up 0.11% of Triune Financial Partners's portfolio in Q1 2026, its #26 holding.
  • Triune Financial Partners first reported a position in Microsoft in Q2 2021 and has held it in 19 quarters since.
  • Triune Financial Partners's Microsoft position peaked at $587K in Q3 2025.
  • 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Triune Financial Partners's 13F filing for Q1 2026, filed 30 Apr 2026.