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Whitegate Investment Counselors’s Microsoft MSFT Stock Holding History

Whitegate Investment Counselors’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 		$568K Buy
1,534
+3
+0.2% +$1.25K 0.18% 44
2025
Q4 		$741K Buy
1,531
+2
+0.1% +$1K 0.23% 42
2025
Q3 		$792K Buy
1,529
+2
+0.1% +$1.02K 0.26% 40
2025
Q2 		$760K Buy
1,527
+2
+0.1% +$869 0.26% 45
2025
Q1 		$573K Buy
1,525
+160
+12% +$65.2K 0.2% 48
2024
Q4 		$576K Buy
1,365
+1
+0.1% +$426 0.2% 46
2024
Q3 		$587K Buy
1,364
+3
+0.2% +$1.28K 0.16% 46
2024
Q2 		$609K Buy
1,361
+250
+23% +$106K 0.17% 44
2024
Q1 		$468K Sell
1,111
-67
-6% -$27.1K 0.13% 46
2023
Q4 		$443K Buy
1,178
+2
+0.2% +$712 0.14% 46
2023
Q3 		$372K Buy
1,176
+71
+6% +$23.5K 0.12% 48
2023
Q2 		$376K Buy
1,105
+2
+0.2% +$627 0.12% 47
2023
Q1 		$318K Buy
1,103
+3
+0.3% +$765 0.1% 50
2022
Q4 		$264K Buy
1,100
+3
+0.3% +$720 0.09% 54
2022
Q3 		$256K Buy
1,097
+2
+0.2% +$528 0.1% 53
2022
Q2 		$281K Buy
1,095
+23
+2% +$6.24K 0.1% 52
2022
Q1 		$331K Buy
1,072
+2
+0.2% +$602 0.1% 47
2021
Q4 		$360K Sell
1,070
-49,856
-98% -$16.2M 0.11% 50
2021
Q3 		$14.4M Buy
50,926
+451
+0.9% +$131K 2.04% 10
2021
Q2 		$13.7M Sell
50,475
-449
-0.9% -$114K 1.94% 12
2021
Q1 		$12M Sell
50,924
-484
-0.9% -$112K 1.83% 13
2020
Q4 		$11.4M Buy
51,408
+577
+1% +$124K 1.85% 12
2020
Q3 		$10.7M Sell
50,831
-4,346
-8% -$913K 1.95% 13
2020
Q2 		$11.2M Sell
55,177
-771
-1% -$140K 2.25% 10
2020
Q1 		$8.82M Sell
55,948
-2,801
-5% -$461K 2.14% 10
2019
Q4 		$9.27M Sell
58,749
-1,543
-3% -$227K 1.68% 14
2019
Q3 		$8.38M Buy
60,292
+960
+2% +$132K 1.65% 15
2019
Q2 		$7.95M Sell
59,332
-1,322
-2% -$168K 1.6% 15
2019
Q1 		$7.15M Sell
60,654
-561
-0.9% -$61.2K 1.48% 17
2018
Q4 		$6.22M Sell
61,215
-489
-0.8% -$52.4K 1.44% 19
2018
Q3 		$7.06M Sell
61,704
-2,248
-4% -$244K 1.44% 19
2018
Q2 		$6.31M Sell
63,952
-2,391
-4% -$232K 1.29% 21
2018
Q1 		$6.05M Buy
66,343
+732
+1% +$66.9K 1.29% 22
2017
Q4 		$5.61M Sell
65,611
-797
-1% -$65.4K 1.17% 24
2017
Q3 		$4.95M Buy
66,408
+842
+1% +$61.5K 1.09% 27
2017
Q2 		$4.52M Buy
65,566
+900
+1% +$61.8K 1.02% 31
2017
Q1 		$4.26M Buy
64,666
+1,787
+3% +$115K 1.02% 30
2016
Q4 		$3.91M Sell
62,879
-810
-1% -$48.7K 1.05% 30
2016
Q3 		$3.67M Buy
63,689
+10,160
+19% +$574K 1% 31
2016
Q2 		$2.74M Buy
+53,529
New +$2.78M 0.76% 41
2014
Q1 		$2.95M Buy
+53,374
New +$2M 0.81% 41

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

Whitegate Investment Counselors's MSFT Position: Q1 2026 in Review

Whitegate Investment Counselors increased its Microsoft (MSFT) stake by 0.2% in Q1 2026, buying an estimated $1.25K and bringing the position to 1,534 shares worth $568K. The position accounts for 0.18% of the portfolio, ranked #44.

Whitegate Investment Counselors first reported a position in MSFT in Q1 2014 and has held it in 41 quarters since. The position peaked at $14.4M in Q3 2021. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Whitegate Investment Counselors held 1,534 shares of Microsoft worth $568K as of Q1 2026.
  • Whitegate Investment Counselors bought 3 Microsoft shares in Q1 2026, an estimated $1.25K.
  • Microsoft made up 0.18% of Whitegate Investment Counselors's portfolio in Q1 2026, its #44 holding.
  • Whitegate Investment Counselors first reported a position in Microsoft in Q1 2014 and has held it in 41 quarters since.
  • Whitegate Investment Counselors's Microsoft position peaked at $14.4M in Q3 2021.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Whitegate Investment Counselors's 13F filing for Q1 2026, filed 27 Apr 2026.