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Ariadne Wealth Management’s Microsoft MSFT Stock Holding History

Ariadne Wealth Management’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 		$3.88M Buy
10,481
+1,582
+18% +$662K 1.74% 13
2025
Q4 		$3.58M Buy
8,899
+111
+1% +$55.6K 1.48% 15
2025
Q3 		$4.42M Buy
8,788
+247
+3% +$126K 1.98% 13
2025
Q2 		$4.45M Sell
8,541
-143
-2% -$62.1K 2.13% 12
2025
Q1 		$3.81M Buy
8,684
+81
+0.9% +$33K 1.99% 13
2024
Q4 		$3.55M Buy
8,603
+544
+7% +$232K 1.62% 13
2024
Q3 		$3.43M Buy
8,059
+453
+6% +$194K 1.87% 12
2024
Q2 		$3.4M Buy
+7,606
New +$3.21M 2.63% 9

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

Ariadne Wealth Management's MSFT Position: Q1 2026 in Review

Ariadne Wealth Management increased its Microsoft (MSFT) stake by 18% in Q1 2026, buying an estimated $662K and bringing the position to 10,481 shares worth $3.88M. The position accounts for 1.74% of the portfolio, ranked #13.

Ariadne Wealth Management first reported a position in MSFT in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.45M in Q2 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Ariadne Wealth Management held 10,481 shares of Microsoft worth $3.88M as of Q1 2026.
  • Ariadne Wealth Management bought 1,582 Microsoft shares in Q1 2026, an estimated $662K.
  • Microsoft made up 1.74% of Ariadne Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Ariadne Wealth Management first reported a position in Microsoft in Q2 2024 and has held it in 8 quarters since.
  • Ariadne Wealth Management's Microsoft position peaked at $4.45M in Q2 2025.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.