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Arcadia Wealth Management (New York)’s Microsoft MSFT Stock Holding History

Arcadia Wealth Management (New York)’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 		$585K Hold
1,580
– – 0.32% 31
2025
Q4 		$764K Sell
1,580
-95
-6% -$47.6K 0.44% 27
2025
Q3 		$867K Buy
1,675
+79
+5% +$40.3K 0.53% 29
2025
Q2 		$794K Hold
1,596
– – 0.54% 29
2025
Q1 		$599K Hold
1,596
– – 0.47% 29
2024
Q4 		$673K Buy
+1,596
New +$680K 0.57% 29

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

Arcadia Wealth Management (New York)'s MSFT Position: Q1 2026 in Review

Arcadia Wealth Management (New York) held its Microsoft (MSFT) position steady in Q1 2026 at 1,580 shares worth $585K. The position accounts for 0.32% of the portfolio, ranked #31.

Arcadia Wealth Management (New York) first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $867K in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Arcadia Wealth Management (New York) held 1,580 shares of Microsoft worth $585K as of Q1 2026.
  • Arcadia Wealth Management (New York) left its Microsoft share count unchanged in Q1 2026.
  • Microsoft made up 0.32% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #31 holding.
  • Arcadia Wealth Management (New York) first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Arcadia Wealth Management (New York)'s Microsoft position peaked at $867K in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.