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Coastline Complete Wealth’s Microsoft MSFT Stock Holding History

Coastline Complete Wealth’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 		$1.28M Buy
3,466
+332
+11% +$139K 0.8% 28
2025
Q4 		$1.52M Buy
+3,134
New +$1.57M 0.95% 23

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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 $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
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 $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Coastline Complete Wealth's MSFT Position: Q1 2026 in Review

Coastline Complete Wealth increased its Microsoft (MSFT) stake by 11% in Q1 2026, buying an estimated $139K and bringing the position to 3,466 shares worth $1.28M. The position accounts for 0.8% of the portfolio, ranked #28.

Coastline Complete Wealth first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.52M in Q4 2025. 6,209 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Coastline Complete Wealth held 3,466 shares of Microsoft worth $1.28M as of Q1 2026.
  • Coastline Complete Wealth bought 332 Microsoft shares in Q1 2026, an estimated $139K.
  • Microsoft made up 0.8% of Coastline Complete Wealth's portfolio in Q1 2026, its #28 holding.
  • Coastline Complete Wealth first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
  • Coastline Complete Wealth's Microsoft position peaked at $1.52M in Q4 2025.
  • 6,209 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.