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Conquis Financial’s Microsoft MSFT Stock Holding History

Conquis Financial’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 		$67.4K Hold
162
– – 0.06% 29
2025
Q4 		$78.3K Hold
162
– – 0.07% 32
2025
Q3 		$83.9K Sell
162
-1
-0.6% -$510 0.08% 26
2025
Q2 		$81.1K Sell
163
-437
-73% -$190K 0.08% 24
2025
Q1 		$225K Sell
600
-30
-5% -$12.2K 0.23% 17
2024
Q4 		$266K Buy
+630
New +$268K 0.27% 17

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

Conquis Financial's MSFT Position: Q1 2026 in Review

Conquis Financial held its Microsoft (MSFT) position steady in Q1 2026 at 162 shares worth $67.4K. The position accounts for 0.06% of the portfolio, ranked #29.

Conquis Financial first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $266K in Q4 2024. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Conquis Financial held 162 shares of Microsoft worth $67.4K as of Q1 2026.
  • Conquis Financial left its Microsoft share count unchanged in Q1 2026.
  • Microsoft made up 0.06% of Conquis Financial's portfolio in Q1 2026, its #29 holding.
  • Conquis Financial first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Conquis Financial's Microsoft position peaked at $266K in Q4 2024.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Conquis Financial's 13F filing for Q1 2026, filed 7 May 2026.