Confluence Wealth Services, Inc. / MSFT
Confluence Wealth Services, Inc.’s Microsoft Corp Position
Does Confluence Wealth Services, Inc. own Microsoft Corp (MSFT)? Yes — 64.3K shares worth $24M (+0.92% of its 13F portfolio) as of Q1 2026, up from 58.8K shares the prior filed quarter.
Position Value
$24M
Q1 2026
Shares
64.3K
% of Portfolio
+0.92%
Quarters Held
17
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 64.3K | $24M | +0.92% |
| Q4 2025 | 58.8K | $28M | +1.18% |
| Q3 2025 | 61.7K | $32M | +1.57% |
| Q2 2025 | 59.4K | $30M | +1.61% |
| Q1 2025 | 59.5K | $22M | +1.40% |
| Q4 2024 | 55.4K | $25M | +1.61% |
| Q3 2024 | 55.4K | $24M | +1.74% |
| Q2 2024 | 59.5K | $27M | +2.12% |
| Q1 2024 | 55.1K | $23M | +2.05% |
| Q4 2023 | 53.3K | $20M | +2.20% |
| Q3 2023 | 50.9K | $16M | +3.17% |
| Q2 2023 | 49.9K | $17M | +3.60% |
| Q1 2023 | 49.5K | $14M | +3.33% |
| Q4 2022 | 46.6K | $11M | +2.91% |
| Q3 2022 | 46.8K | $11M | +4.61% |
| Q1 2022 | 50.0K | $15M | +5.57% |
| Q4 2021 | 50.3K | $17M | +5.45% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Confluence Wealth Services, Inc.’s full portfolio or all institutional holders of MSFT.