Avidian Wealth Enterprises’s Microsoft MSFT Stock Holding History

Avidian Wealth Enterprises’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	$370K	Buy	+1,000	New	+$418K	0.01%	499

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avidian Wealth Enterprises's MSFT Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its Microsoft (MSFT) stake by 49% in Q1 2026, buying an estimated $9.27M and bringing the position to 67,587 shares worth $25M. The position accounts for 0.79% of the portfolio, ranked #24.

Avidian Wealth Enterprises first reported a position in MSFT in Q4 2015 and has held it in 42 quarters since. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Avidian Wealth Enterprises held 67,587 shares of Microsoft worth $25M as of Q1 2026.
Avidian Wealth Enterprises bought 22,164 Microsoft shares in Q1 2026, an estimated $9.27M.
Microsoft made up 0.79% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #24 holding.
Avidian Wealth Enterprises first reported a position in Microsoft in Q4 2015 and has held it in 42 quarters since.
6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.