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Turning Point Benefit Group’s Microsoft MSFT Stock Holding History

Turning Point Benefit Group’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 		$1.4M Buy
3,759
+145
+4% +$60.7K 0.89% 28
2025
Q4 		$1.75M Buy
3,614
+546
+18% +$274K 0.91% 31
2025
Q3 		$1.59M Buy
3,068
+375
+14% +$191K 0.96% 25
2025
Q2 		$1.34M Sell
2,693
-111
-4% -$48.2K 1.01% 17
2025
Q1 		$1M Buy
2,804
+573
+26% +$234K 0.94% 15
2024
Q4 		$931K Buy
+2,231
New +$950K 0.89% 16

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

Turning Point Benefit Group's MSFT Position: Q1 2026 in Review

Turning Point Benefit Group increased its Microsoft (MSFT) stake by 4% in Q1 2026, buying an estimated $60.7K and bringing the position to 3,759 shares worth $1.4M. The position accounts for 0.89% of the portfolio, ranked #28.

Turning Point Benefit Group first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.75M in Q4 2025. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Turning Point Benefit Group held 3,759 shares of Microsoft worth $1.4M as of Q1 2026.
  • Turning Point Benefit Group bought 145 Microsoft shares in Q1 2026, an estimated $60.7K.
  • Microsoft made up 0.89% of Turning Point Benefit Group's portfolio in Q1 2026, its #28 holding.
  • Turning Point Benefit Group first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Turning Point Benefit Group's Microsoft position peaked at $1.75M in Q4 2025.
  • 6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.