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Consilio Wealth Advisors’s Microsoft MSFT Stock Holding History

Consilio Wealth Advisors’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 		$24.8M Buy
66,941
+6,162
+10% +$2.58M 7.24% 3
2025
Q4 		$29.4M Buy
60,779
+1,823
+3% +$914K 8.6% 2
2025
Q3 		$30.5M Buy
58,956
+269
+0.5% +$137K 10.03% 2
2025
Q2 		$29.1M Buy
58,687
+7,917
+16% +$3.44M 10.38% 2
2025
Q1 		$19.1M Buy
50,770
+580
+1% +$236K 7.96% 3
2024
Q4 		$21.2M Sell
50,190
-1,198
-2% -$510K 8.65% 3
2024
Q3 		$22.1M Buy
51,388
+1,709
+3% +$731K 9.12% 2
2024
Q2 		$22.2M Buy
49,679
+1,434
+3% +$606K 9.96% 2
2024
Q1 		$20.3M Sell
48,245
-852
-2% -$345K 9.51% 3
2023
Q4 		$18.5M Buy
49,097
+12,778
+35% +$4.55M 9.37% 3
2023
Q3 		$11.4M Buy
36,319
+2,610
+8% +$862K 6.62% 5
2023
Q2 		$11.5M Buy
33,709
+6,103
+22% +$1.91M 6.32% 6
2023
Q1 		$7.96M Buy
27,606
+3,015
+12% +$769K 4.5% 8
2022
Q4 		$5.9M Buy
24,591
+3,781
+18% +$907K 3.77% 11
2022
Q3 		$4.85M Buy
20,810
+4,534
+28% +$1.2M 3.8% 8
2022
Q2 		$4.18M Buy
16,276
+8,755
+116% +$2.38M 3.39% 11
2022
Q1 		$2.32M Buy
7,521
+1,276
+20% +$384K 1.83% 12
2021
Q4 		$2.1M Buy
+6,245
New +$2.02M 1.63% 14

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

Consilio Wealth Advisors's MSFT Position: Q1 2026 in Review

Consilio Wealth Advisors increased its Microsoft (MSFT) stake by 10% in Q1 2026, buying an estimated $2.58M and bringing the position to 66,941 shares worth $24.8M. The position accounts for 7.24% of the portfolio, ranked #3.

Consilio Wealth Advisors first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $30.5M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Consilio Wealth Advisors held 66,941 shares of Microsoft worth $24.8M as of Q1 2026.
  • Consilio Wealth Advisors bought 6,162 Microsoft shares in Q1 2026, an estimated $2.58M.
  • Microsoft made up 7.24% of Consilio Wealth Advisors's portfolio in Q1 2026, its #3 holding.
  • Consilio Wealth Advisors first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Consilio Wealth Advisors's Microsoft position peaked at $30.5M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.