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Twin City Private Wealth’s Microsoft MSFT Stock Holding History

Twin City Private Wealth’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 		$3.37M Buy
9,091
+1,512
+20% +$633K 2.55% 4
2025
Q4 		$3.67M Buy
7,579
+357
+5% +$179K 2.77% 4
2025
Q3 		$3.74M Buy
7,222
+630
+10% +$321K 2.92% 3
2025
Q2 		$3.28M Sell
6,592
-641
-9% -$278K 2.68% 4
2025
Q1 		$2.72M Buy
7,233
+578
+9% +$236K 2.39% 6
2024
Q4 		$2.8M Sell
6,655
-11
-0.2% -$4.68K 2.48% 6
2024
Q3 		$2.87M Buy
6,666
+418
+7% +$179K 2.49% 5
2024
Q2 		$2.79M Buy
6,248
+403
+7% +$170K 2.64% 4
2024
Q1 		$2.46M Buy
+5,845
New +$2.37M 2.42% 5

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

Twin City Private Wealth's MSFT Position: Q1 2026 in Review

Twin City Private Wealth increased its Microsoft (MSFT) stake by 20% in Q1 2026, buying an estimated $633K and bringing the position to 9,091 shares worth $3.37M. The position accounts for 2.55% of the portfolio, ranked #4.

Twin City Private Wealth first reported a position in MSFT in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.74M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Twin City Private Wealth held 9,091 shares of Microsoft worth $3.37M as of Q1 2026.
  • Twin City Private Wealth bought 1,512 Microsoft shares in Q1 2026, an estimated $633K.
  • Microsoft made up 2.55% of Twin City Private Wealth's portfolio in Q1 2026, its #4 holding.
  • Twin City Private Wealth first reported a position in Microsoft in Q1 2024 and has held it in 9 quarters since.
  • Twin City Private Wealth's Microsoft position peaked at $3.74M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.