TAP
MSFT icon

TSG Advice Partners’s Microsoft MSFT Stock Holding History

TSG Advice 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 		$5.91M Buy
15,956
+418
+3% +$175K 0.89% 22
2025
Q4 		$7.51M Buy
+15,538
New +$7.79M 1.15% 9

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TSG Advice Partners's MSFT Position: Q1 2026 in Review

TSG Advice Partners increased its Microsoft (MSFT) stake by 2.7% in Q1 2026, buying an estimated $175K and bringing the position to 15,956 shares worth $5.91M. The position accounts for 0.89% of the portfolio, ranked #22.

TSG Advice Partners first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.51M in Q4 2025. 6,210 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • TSG Advice Partners held 15,956 shares of Microsoft worth $5.91M as of Q1 2026.
  • TSG Advice Partners bought 418 Microsoft shares in Q1 2026, an estimated $175K.
  • Microsoft made up 0.89% of TSG Advice Partners's portfolio in Q1 2026, its #22 holding.
  • TSG Advice Partners first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
  • TSG Advice Partners's Microsoft position peaked at $7.51M in Q4 2025.
  • 6,210 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.