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Bridgewealth Advisory Group’s Microsoft MSFT Stock Holding History

Bridgewealth Advisory Group’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 		$7.2M Buy
19,458
+90
+0.5% +$37.7K 1.49% 21
2025
Q4 		$9.37M Buy
19,368
+99
+0.5% +$49.6K 2.07% 16
2025
Q3 		$9.98M Buy
19,269
+116
+0.6% +$59.2K 2.31% 12
2025
Q2 		$9.53M Buy
19,153
+17,828
+1,346% +$7.74M 2.42% 12
2025
Q1 		$498K Sell
1,325
-17,886
-93% -$7.29M 0.65% 35
2024
Q4 		$7.89M Buy
19,211
+9,682
+102% +$4.12M 2.23% 16
2024
Q3 		$4.1M Buy
9,529
+6,598
+225% +$2.82M 1.49% 24
2024
Q2 		$1.31M Buy
2,931
+163
+6% +$68.8K 0.58% 32
2024
Q1 		$1.16M Sell
2,768
-218
-7% -$88.3K 0.57% 32
2023
Q4 		$1.12M Buy
2,986
+835
+39% +$297K 0.86% 28
2023
Q3 		$679K Buy
2,151
+112
+5% +$37K 0.83% 27
2023
Q2 		$695K Hold
2,039
– – 1.13% 18
2023
Q1 		$588K Buy
2,039
+1
+0% +$255 1.08% 19
2022
Q4 		$489K Buy
+2,038
New +$489K 0.96% 24

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

Bridgewealth Advisory Group's MSFT Position: Q1 2026 in Review

Bridgewealth Advisory Group increased its Microsoft (MSFT) stake by 0.46% in Q1 2026, buying an estimated $37.7K and bringing the position to 19,458 shares worth $7.2M. The position accounts for 1.49% of the portfolio, ranked #21.

Bridgewealth Advisory Group first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.98M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Bridgewealth Advisory Group held 19,458 shares of Microsoft worth $7.2M as of Q1 2026.
  • Bridgewealth Advisory Group bought 90 Microsoft shares in Q1 2026, an estimated $37.7K.
  • Microsoft made up 1.49% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #21 holding.
  • Bridgewealth Advisory Group first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Bridgewealth Advisory Group's Microsoft position peaked at $9.98M in Q3 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.