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Conscious Wealth Investments’s Microsoft MSFT Stock Holding History

Conscious Wealth Investments’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 		$4.45M Buy
10,828
+601
+6% +$251K 2.48% 16
2025
Q4 		$4.03M Buy
10,227
+1,009
+11% +$506K 2.42% 18
2025
Q3 		$4.77M Sell
9,218
-87
-0.9% -$44.4K 2.83% 11
2025
Q2 		$4.77M Sell
9,305
-5
-0.1% -$2.17K 3.05% 7
2025
Q1 		$4.08M Buy
9,310
+2,204
+31% +$899K 2.84% 8
2024
Q4 		$3.05M Buy
7,106
+116
+2% +$49.4K 2.07% 25
2024
Q3 		$2.97M Buy
6,990
+4
+0.1% +$1.71K 2.04% 26
2024
Q2 		$3.11M Buy
6,986
+25
+0.4% +$10.6K 2.23% 17
2024
Q1 		$2.89M Sell
6,961
-29
-0.4% -$11.7K 2.19% 21
2023
Q4 		$2.83M Buy
+6,990
New +$2.49M 2.26% 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

Conscious Wealth Investments's MSFT Position: Q1 2026 in Review

Conscious Wealth Investments increased its Microsoft (MSFT) stake by 5.9% in Q1 2026, buying an estimated $251K and bringing the position to 10,828 shares worth $4.45M. The position accounts for 2.48% of the portfolio, ranked #16.

Conscious Wealth Investments first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.77M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Conscious Wealth Investments held 10,828 shares of Microsoft worth $4.45M as of Q1 2026.
  • Conscious Wealth Investments bought 601 Microsoft shares in Q1 2026, an estimated $251K.
  • Microsoft made up 2.48% of Conscious Wealth Investments's portfolio in Q1 2026, its #16 holding.
  • Conscious Wealth Investments first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Conscious Wealth Investments's Microsoft position peaked at $4.77M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Conscious Wealth Investments's 13F filing for Q1 2026, filed 23 Apr 2026.