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ACT Advisors’s Microsoft MSFT Stock Holding History

ACT Advisors’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 		$1.6M Buy
4,331
+662
+18% +$277K 0.68% 18
2025
Q4 		$1.77M Sell
3,669
-7
-0.2% -$3.51K 0.7% 19
2025
Q3 		$1.9M Buy
3,676
+108
+3% +$55.1K 0.77% 18
2025
Q2 		$1.77M Buy
3,568
+38
+1% +$16.5K 0.82% 16
2025
Q1 		$1.33M Sell
3,530
-291
-8% -$119K 0.72% 18
2024
Q4 		$1.61M Buy
3,821
+332
+10% +$141K 0.87% 16
2024
Q3 		$1.5M Buy
3,489
+205
+6% +$87.6K 0.71% 17
2024
Q2 		$1.47M Buy
3,284
+310
+10% +$131K 0.76% 14
2024
Q1 		$1.25M Buy
2,974
+54
+2% +$21.9K 0.69% 16
2023
Q4 		$1.1M Buy
2,920
+479
+20% +$170K 0.63% 16
2023
Q3 		$771K Buy
2,441
+1,002
+70% +$331K 0.48% 19
2023
Q2 		$490K Sell
1,439
-1,986
-58% -$622K 0.32% 20
2023
Q1 		$987K Sell
3,425
-8
-0.2% -$2.04K 0.64% 14
2022
Q4 		$823K Sell
3,433
-36
-1% -$8.64K 0.52% 17
2022
Q3 		$808K Sell
3,469
-17
-0.5% -$4.49K 0.56% 15
2022
Q2 		$895K Sell
3,486
-83
-2% -$22.5K 0.66% 13
2022
Q1 		$1.1M Sell
3,569
-800
-18% -$241K 0.71% 9
2021
Q4 		$1.47M Buy
4,369
+365
+9% +$118K 1.08% 9
2021
Q3 		$1.13M Sell
4,004
-15
-0.4% -$4.36K 0.87% 10
2021
Q2 		$1.12M Sell
4,019
-25
-0.6% -$6.36K 0.85% 13
2021
Q1 		$1.03M Hold
4,044
– – 0.81% 13
2020
Q4 		$899K Buy
+4,044
New +$870K 0.81% 13

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

ACT Advisors's MSFT Position: Q1 2026 in Review

ACT Advisors increased its Microsoft (MSFT) stake by 18% in Q1 2026, buying an estimated $277K and bringing the position to 4,331 shares worth $1.6M. The position accounts for 0.68% of the portfolio, ranked #18.

ACT Advisors first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.9M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • ACT Advisors held 4,331 shares of Microsoft worth $1.6M as of Q1 2026.
  • ACT Advisors bought 662 Microsoft shares in Q1 2026, an estimated $277K.
  • Microsoft made up 0.68% of ACT Advisors's portfolio in Q1 2026, its #18 holding.
  • ACT Advisors first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • ACT Advisors's Microsoft position peaked at $1.9M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on ACT Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.