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Abound Financial’s Microsoft MSFT Stock Holding History

Abound Financial’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 		$1.59M Sell
4,285
-385
-8% -$161K 0.69% 20
2025
Q4 		$2.26M Sell
4,670
-37
-0.8% -$18.5K 0.87% 16
2025
Q3 		$2.44M Sell
4,707
-1,493
-24% -$762K 0.98% 19
2025
Q2 		$3.08M Buy
6,200
+1
+0% +$434 1.36% 14
2025
Q1 		$2.33M Sell
6,199
-219
-3% -$89.3K 1.18% 19
2024
Q4 		$2.71M Buy
+6,418
New +$2.73M 1.37% 15

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

Abound Financial's MSFT Position: Q1 2026 in Review

Abound Financial reduced its Microsoft (MSFT) stake by 8.2% in Q1 2026, selling an estimated $161K and leaving 4,285 shares worth $1.59M. The position accounts for 0.69% of the portfolio, ranked #20.

Abound Financial first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.08M in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Abound Financial held 4,285 shares of Microsoft worth $1.59M as of Q1 2026.
  • Abound Financial sold 385 Microsoft shares in Q1 2026, an estimated $161K.
  • Microsoft made up 0.69% of Abound Financial's portfolio in Q1 2026, its #20 holding.
  • Abound Financial first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Abound Financial's Microsoft position peaked at $3.08M in Q2 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.