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Adapt Wealth Advisors’s Microsoft MSFT Stock Holding History

Adapt Wealth 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 		$714K Sell
1,930
-101
-5% -$42.3K 0.26% 54
2025
Q4 		$982K Buy
2,031
+1
+0% +$501 0.34% 43
2025
Q3 		$1.05M Buy
2,030
+963
+90% +$491K 0.39% 40
2025
Q2 		$531K Buy
1,067
+26
+2% +$11.3K 0.24% 39
2025
Q1 		$391K Sell
1,041
-98
-9% -$40K 0.19% 44
2024
Q4 		$480K Buy
1,139
+36
+3% +$15.3K 0.24% 47
2024
Q3 		$474K Buy
1,103
+15
+1% +$6.41K 0.25% 43
2024
Q2 		$486K Buy
1,088
+398
+58% +$168K 0.3% 44
2024
Q1 		$290K Buy
+690
New +$279K 0.21% 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

Adapt Wealth Advisors's MSFT Position: Q1 2026 in Review

Adapt Wealth Advisors reduced its Microsoft (MSFT) stake by 5% in Q1 2026, selling an estimated $42.3K and leaving 1,930 shares worth $714K. The position accounts for 0.26% of the portfolio, ranked #54.

Adapt Wealth Advisors first reported a position in MSFT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.05M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Adapt Wealth Advisors held 1,930 shares of Microsoft worth $714K as of Q1 2026.
  • Adapt Wealth Advisors sold 101 Microsoft shares in Q1 2026, an estimated $42.3K.
  • Microsoft made up 0.26% of Adapt Wealth Advisors's portfolio in Q1 2026, its #54 holding.
  • Adapt Wealth Advisors first reported a position in Microsoft in Q1 2024 and has held it in 9 quarters since.
  • Adapt Wealth Advisors's Microsoft position peaked at $1.05M in Q3 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.