Creative Financial Designs’s Microsoft MSFT Stock Holding History

Creative Financial Designs’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	$4.27M	Buy	11,524 +298	+3%	+$125K	0.26%	82
2025 Q4	$5.43M	Buy	11,226 +243	+2%	+$122K	0.34%	68
2025 Q3	$5.69M	Sell	10,983 -341	-3%	-$174K	0.38%	61
2025 Q2	$5.63M	Sell	11,324 -2,221	-16%	-$965K	0.41%	56
2025 Q1	$5.08M	Buy	13,545 +337	+3%	+$137K	0.41%	53
2024 Q4	$5.57M	Sell	13,208 -1,195	-8%	-$509K	0.45%	47
2024 Q3	$6.2M	Buy	14,403 +304	+2%	+$130K	0.52%	41
2024 Q2	$6.3M	Sell	14,099 -283	-2%	-$120K	0.56%	41
2024 Q1	$6.05M	Buy	14,382 +105	+0.7%	+$42.5K	0.57%	40
2023 Q4	$5.37M	Buy	14,277 +489	+4%	+$174K	0.55%	39
2023 Q3	$4.35M	Sell	13,788 -236	-2%	-$78K	0.51%	46
2023 Q2	$4.78M	Sell	14,024 -1,106	-7%	-$347K	0.56%	41
2023 Q1	$4.36M	Buy	15,130 +3,655	+32%	+$932K	0.57%	39
2022 Q4	$2.75M	Buy	11,475 +895	+8%	+$215K	0.41%	60
2022 Q3	$2.46M	Buy	10,580 +539	+5%	+$142K	0.4%	57
2022 Q2	$2.58M	Buy	10,041 +1,759	+21%	+$477K	0.42%	56
2022 Q1	$2.55M	Buy	8,282 +568	+7%	+$171K	0.39%	62
2021 Q4	$2.6M	Sell	7,714 -298	-4%	-$96.6K	0.39%	59
2021 Q3	$2.26M	Buy	8,012 +216	+3%	+$62.8K	0.37%	64
2021 Q2	$2.11M	Buy	7,796 +666	+9%	+$169K	0.37%	63
2021 Q1	$1.68M	Buy	7,130 +640	+10%	+$148K	0.33%	68
2020 Q4	$1.44M	Sell	6,490 -364	-5%	-$78.3K	0.31%	69
2020 Q3	$1.44M	Sell	6,854 -523	-7%	-$110K	0.36%	63
2020 Q2	$1.5M	Buy	7,377 +5,597	+314%	+$1.02M	0.45%	42
2020 Q1	$281K	Sell	1,780 -6	-0.3%	-$987	0.14%	90
2019 Q4	$287K	Sell	1,786 -176	-9%	-$25.9K	0.13%	125
2019 Q3	$264K	Buy	1,962 +9	+0.5%	+$1.24K	0.14%	119
2019 Q2	$268K	Buy	1,953 +230	+13%	+$29.2K	0.15%	114
2019 Q1	$203K	Buy	1,723 +376	+28%	+$41K	0.12%	119
2018 Q4	$137K	Buy	1,347 +125	+10%	+$13.4K	0.1%	129
2018 Q3	$140K	Sell	1,222 -795	-39%	-$86.2K	0.08%	140
2018 Q2	$199K	Buy	2,017 +744	+58%	+$72.1K	0.12%	123
2018 Q1	$116K	Buy	1,273 +11	+0.9%	+$1.01K	0.07%	155
2017 Q4	$108K	Buy	1,262 +433	+52%	+$35.5K	0.07%	162
2017 Q3	$62K	Buy	829 +1	+0.1%	+$73	0.04%	219
2017 Q2	$57K	Buy	828 +87	+12%	+$5.97K	0.04%	221
2017 Q1	$49K	Sell	741 -136	-16%	-$8.72K	0.04%	238
2016 Q4	$55K	Buy	+877	New	+$52.7K	0.04%	220

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Financial Designs's MSFT Position: Q1 2026 in Review

Creative Financial Designs increased its Microsoft (MSFT) stake by 2.7% in Q1 2026, buying an estimated $125K and bringing the position to 11,524 shares worth $4.27M. The position accounts for 0.26% of the portfolio, ranked #82.

Creative Financial Designs first reported a position in MSFT in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.3M in Q2 2024. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Creative Financial Designs held 11,524 shares of Microsoft worth $4.27M as of Q1 2026.
Creative Financial Designs bought 298 Microsoft shares in Q1 2026, an estimated $125K.
Microsoft made up 0.26% of Creative Financial Designs's portfolio in Q1 2026, its #82 holding.
Creative Financial Designs first reported a position in Microsoft in Q4 2016 and has held it in 38 quarters since.
Creative Financial Designs's Microsoft position peaked at $6.3M in Q2 2024.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.