Betterment LLC
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Betterment LLC’s Microsoft MSFT Stock Holding History

Betterment LLC’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 		$4.06M Buy
10,966
+2,849
+35% +$1.19M 0.01% 185
2025
Q4 		$3.93M Buy
8,117
+1,335
+20% +$669K 0.01% 177
2025
Q3 		$3.51M Buy
6,782
+544
+9% +$278K 0.01% 179
2025
Q2 		$3.1M Buy
6,238
+211
+4% +$91.6K 0.01% 179
2025
Q1 		$2.26M Sell
6,027
-50
-0.8% -$20.4K 0.01% 200
2024
Q4 		$2.56M Buy
6,077
+1,204
+25% +$513K 0.01% 184
2024
Q3 		$2.1M Buy
4,873
+355
+8% +$152K 0.01% 183
2024
Q2 		$2.02M Buy
4,518
+480
+12% +$203K 0.01% 169
2024
Q1 		$1.7M Buy
+4,038
New +$1.63M ﹤0.01% 164
2023
Q4 		– Sell
-711
Closed -$224K – 317
2023
Q3 		$224K Buy
+711
New +$235K ﹤0.01% 290

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Betterment LLC's MSFT Position: Q1 2026 in Review

Betterment LLC increased its Microsoft (MSFT) stake by 35% in Q1 2026, buying an estimated $1.19M and bringing the position to 10,966 shares worth $4.06M. The position accounts for 0.01% of the portfolio, ranked #185.

Betterment LLC first reported a position in MSFT in Q3 2023 and has held it in 10 quarters since. 6,202 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Betterment LLC held 10,966 shares of Microsoft worth $4.06M as of Q1 2026.
  • Betterment LLC bought 2,849 Microsoft shares in Q1 2026, an estimated $1.19M.
  • Microsoft made up 0.01% of Betterment LLC's portfolio in Q1 2026, its #185 holding.
  • Betterment LLC first reported a position in Microsoft in Q3 2023 and has held it in 10 quarters since.
  • 6,202 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.