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ADG Wealth Management Group’s Microsoft MSFT Stock Holding History

ADG Wealth Management Group’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 		$312K Buy
844
+225
+36% +$94.2K 0.22% 30
2025
Q4 		$299K Buy
619
+68
+12% +$34.1K 0.23% 28
2025
Q3 		$285K Buy
551
+50
+10% +$25.5K 0.23% 24
2025
Q2 		$249K Buy
+501
New +$218K 0.21% 25

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

ADG Wealth Management Group's MSFT Position: Q1 2026 in Review

ADG Wealth Management Group increased its Microsoft (MSFT) stake by 36% in Q1 2026, buying an estimated $94.2K and bringing the position to 844 shares worth $312K. The position accounts for 0.22% of the portfolio, ranked #30.

ADG Wealth Management Group first reported a position in MSFT in Q2 2025 and has held it in 4 quarters since. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • ADG Wealth Management Group held 844 shares of Microsoft worth $312K as of Q1 2026.
  • ADG Wealth Management Group bought 225 Microsoft shares in Q1 2026, an estimated $94.2K.
  • Microsoft made up 0.22% of ADG Wealth Management Group's portfolio in Q1 2026, its #30 holding.
  • ADG Wealth Management Group first reported a position in Microsoft in Q2 2025 and has held it in 4 quarters since.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on ADG Wealth Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.