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Archvest Wealth Advisors’s Microsoft MSFT Stock Holding History

Archvest 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 		$2.13M Buy
5,747
+1,154
+25% +$483K 1.37% 13
2025
Q4 		$2.22M Buy
4,593
+783
+21% +$392K 1.42% 14
2025
Q3 		$1.97M Sell
3,810
-620
-14% -$316K 1.75% 12
2025
Q2 		$2.2M Buy
4,430
+118
+3% +$51.2K 1.92% 14
2025
Q1 		$1.62M Sell
4,312
-342
-7% -$139K 1.34% 18
2024
Q4 		$1.96M Buy
4,654
+310
+7% +$132K 1.42% 17
2024
Q3 		$1.87M Buy
4,344
+682
+19% +$292K 1.19% 13
2024
Q2 		$1.67M Buy
3,662
+552
+18% +$233K 1.11% 16
2024
Q1 		$1.32M Buy
3,110
+269
+9% +$109K 0.93% 16
2023
Q4 		$1.07M Sell
2,841
-428
-13% -$152K 0.8% 18
2023
Q3 		$1.03M Buy
3,269
+188
+6% +$62.1K 0.84% 21
2023
Q2 		$1.05M Buy
3,081
+2
+0.1% +$627 0.86% 20
2023
Q1 		$888K Buy
3,079
+57
+2% +$14.5K 0.79% 21
2022
Q4 		$725K Buy
3,022
+98
+3% +$23.5K 0.72% 22
2022
Q3 		$681K Buy
2,924
+452
+18% +$119K 0.7% 22
2022
Q2 		$635K Buy
2,472
+222
+10% +$60.3K 0.63% 22
2022
Q1 		$694K Buy
2,250
+298
+15% +$89.7K 0.63% 21
2021
Q4 		$656K Buy
+1,952
New +$633K 0.57% 21

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

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

Archvest Wealth Advisors increased its Microsoft (MSFT) stake by 25% in Q1 2026, buying an estimated $483K and bringing the position to 5,747 shares worth $2.13M. The position accounts for 1.37% of the portfolio, ranked #13.

Archvest Wealth Advisors first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.22M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Archvest Wealth Advisors held 5,747 shares of Microsoft worth $2.13M as of Q1 2026.
  • Archvest Wealth Advisors bought 1,154 Microsoft shares in Q1 2026, an estimated $483K.
  • Microsoft made up 1.37% of Archvest Wealth Advisors's portfolio in Q1 2026, its #13 holding.
  • Archvest Wealth Advisors first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Archvest Wealth Advisors's Microsoft position peaked at $2.22M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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