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tru Independence’s Microsoft MSFT Stock Holding History

tru Independence’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 		$2.73M Sell
7,376
-8,016
-52% -$3.35M 1.35% 15
2025
Q4 		$7.44M Buy
15,392
+1,922
+14% +$963K 1.88% 13
2025
Q3 		$6.98M Buy
13,470
+1,852
+16% +$945K 1.81% 13
2025
Q2 		$5.78M Buy
11,618
+1,180
+11% +$512K 1.67% 16
2025
Q1 		$3.92M Buy
10,438
+13
+0.1% +$5.3K 1.22% 41
2024
Q4 		$4.39M Sell
10,425
-909
-8% -$387K 1.38% 36
2024
Q3 		$4.88M Buy
11,334
+81
+0.7% +$34.6K 1.43% 33
2024
Q2 		$5.03M Buy
11,253
+412
+4% +$174K 1.52% 32
2024
Q1 		$4.56M Sell
10,841
-359
-3% -$145K 1.34% 40
2023
Q4 		$4.21M Sell
11,200
-25
-0.2% -$8.9K 1.28% 42
2023
Q3 		$3.54M Buy
11,225
+60
+0.5% +$19.8K 1.23% 41
2023
Q2 		$3.8M Sell
11,165
-1,324
-11% -$415K 1.25% 41
2023
Q1 		$3.6M Sell
12,489
-254
-2% -$64.8K 1.16% 47
2022
Q4 		$3.06M Sell
12,743
-25
-0.2% -$6K 0.99% 48
2022
Q3 		$2.97M Sell
12,768
-684
-5% -$181K 1.05% 48
2022
Q2 		$3.46M Buy
13,452
+174
+1% +$47.2K 1.11% 48
2022
Q1 		$4.09M Buy
13,278
+215
+2% +$64.7K 1.11% 45
2021
Q4 		$4.39M Sell
13,063
-130
-1% -$42.1K 1.2% 41
2021
Q3 		$3.72M Sell
13,193
-3,300
-20% -$960K 1.04% 51
2021
Q2 		$4.47M Sell
16,493
-12,711
-44% -$3.23M 1.32% 40
2021
Q1 		$6.88M Sell
29,204
-3,844
-12% -$892K 1.3% 14
2020
Q4 		$9.8K Buy
33,048
+1,407
+4% +$303K 0.02% 256
2020
Q3 		$6.65M Sell
31,641
-14,362
-31% -$3.02M 1.89% 9
2020
Q2 		$9.35K Sell
46,003
-18,268
-28% -$3.32M 1.35% 6
2020
Q1 		$10.1K Sell
64,271
-26,180
-29% -$4.31M 1.65% 9
2019
Q4 		$14.3M Buy
+90,451
New +$13.3M 2.05% 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

tru Independence's MSFT Position: Q1 2026 in Review

tru Independence reduced its Microsoft (MSFT) stake by 52% in Q1 2026, selling an estimated $3.35M and leaving 7,376 shares worth $2.73M. The position accounts for 1.35% of the portfolio, ranked #15.

tru Independence first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $14.3M in Q4 2019. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • tru Independence held 7,376 shares of Microsoft worth $2.73M as of Q1 2026.
  • tru Independence sold 8,016 Microsoft shares in Q1 2026, an estimated $3.35M.
  • Microsoft made up 1.35% of tru Independence's portfolio in Q1 2026, its #15 holding.
  • tru Independence first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • tru Independence's Microsoft position peaked at $14.3M in Q4 2019.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.