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BetterWealth’s Microsoft MSFT Stock Holding History

BetterWealth’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 		$533K Buy
1,441
+351
+32% +$147K 0.1% 43
2025
Q4 		$527K Sell
1,090
-123
-10% -$61.6K 0.12% 38
2025
Q3 		$628K Sell
1,213
-840
-41% -$429K 0.15% 36
2025
Q2 		$1.02M Sell
2,053
-26
-1% -$11.3K 0.26% 29
2025
Q1 		$780K Sell
2,079
-370
-15% -$151K 0.22% 31
2024
Q4 		$1.03M Sell
2,449
-390
-14% -$166K 0.28% 31
2024
Q3 		$1.22M Sell
2,839
-2,274
-44% -$972K 0.36% 26
2024
Q2 		$2.29M Buy
5,113
+76
+2% +$32.1K 0.73% 17
2024
Q1 		$2.12M Sell
5,037
-100
-2% -$40.5K 0.69% 17
2023
Q4 		$1.93M Buy
5,137
+109
+2% +$38.8K 0.66% 19
2023
Q3 		$1.59M Buy
5,028
+711
+16% +$235K 0.64% 18
2023
Q2 		$1.47M Buy
4,317
+5
+0.1% +$1.57K 0.57% 19
2023
Q1 		$1.24M Buy
4,312
+6
+0.1% +$1.53K 0.5% 19
2022
Q4 		$1.03M Buy
4,306
+7
+0.2% +$1.68K 0.46% 16
2022
Q3 		$1M Buy
4,299
+519
+14% +$137K 0.52% 16
2022
Q2 		$971K Buy
3,780
+5
+0.1% +$1.36K 0.48% 18
2022
Q1 		$1.16M Sell
3,775
-261
-6% -$78.5K 1.56% 9
2021
Q4 		$1.36M Buy
+4,036
New +$1.31M 0.95% 12

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

BetterWealth's MSFT Position: Q1 2026 in Review

BetterWealth increased its Microsoft (MSFT) stake by 32% in Q1 2026, buying an estimated $147K and bringing the position to 1,441 shares worth $533K. The position accounts for 0.1% of the portfolio, ranked #43.

BetterWealth first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.29M in Q2 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • BetterWealth held 1,441 shares of Microsoft worth $533K as of Q1 2026.
  • BetterWealth bought 351 Microsoft shares in Q1 2026, an estimated $147K.
  • Microsoft made up 0.1% of BetterWealth's portfolio in Q1 2026, its #43 holding.
  • BetterWealth first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • BetterWealth's Microsoft position peaked at $2.29M in Q2 2024.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.