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Aspire Capital Advisors’s Microsoft MSFT Stock Holding History

Aspire Capital 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 		$17.1M Sell
46,207
-628
-1% -$263K 3.85% 7
2025
Q4 		$22.7M Sell
46,835
-929
-2% -$466K 5.32% 5
2025
Q3 		$24.7M Buy
47,764
+1,518
+3% +$774K 6.1% 5
2025
Q2 		$23M Sell
46,246
-438
-0.9% -$190K 6.35% 5
2025
Q1 		$17.5M Sell
46,684
-297
-0.6% -$121K 5.23% 5
2024
Q4 		$19.8M Buy
46,981
+1,352
+3% +$576K 5.66% 5
2024
Q3 		$19.6M Buy
45,629
+735
+2% +$314K 5.86% 5
2024
Q2 		$20.1M Buy
44,894
+814
+2% +$344K 6.56% 5
2024
Q1 		$18.5M Sell
44,080
-1,605
-4% -$650K 6.24% 5
2023
Q4 		$17.2M Buy
45,685
+1,215
+3% +$432K 6.97% 5
2023
Q3 		$14M Buy
44,470
+1,619
+4% +$535K 6.39% 5
2023
Q2 		$14.6M Buy
42,851
+6
+0% +$1.88K 7.09% 5
2023
Q1 		$12.4M Buy
42,845
+619
+1% +$158K 6.48% 5
2022
Q4 		$10.1M Buy
42,226
+168
+0.4% +$40.3K 5.77% 4
2022
Q3 		$9.79M Sell
42,058
-1,517
-3% -$401K 7.77% 3
2022
Q2 		$11.2M Buy
43,575
+1,086
+3% +$295K 8.49% 3
2022
Q1 		$13.1M Buy
42,489
+34,307
+419% +$10.3M 12.46% 3
2021
Q4 		$2.75M Buy
+8,182
New +$2.65M 9.19% 4

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

Aspire Capital Advisors's MSFT Position: Q1 2026 in Review

Aspire Capital Advisors reduced its Microsoft (MSFT) stake by 1.3% in Q1 2026, selling an estimated $263K and leaving 46,207 shares worth $17.1M. The position accounts for 3.85% of the portfolio, ranked #7.

Aspire Capital Advisors first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $24.7M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Aspire Capital Advisors held 46,207 shares of Microsoft worth $17.1M as of Q1 2026.
  • Aspire Capital Advisors sold 628 Microsoft shares in Q1 2026, an estimated $263K.
  • Microsoft made up 3.85% of Aspire Capital Advisors's portfolio in Q1 2026, its #7 holding.
  • Aspire Capital Advisors first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Aspire Capital Advisors's Microsoft position peaked at $24.7M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Aspire Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.