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Crux Wealth Advisors’s Microsoft MSFT Stock Holding History

Crux 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 		$5.38M Buy
14,543
+207
+1% +$86.6K 2.07% 7
2025
Q4 		$6.93M Sell
14,336
-734
-5% -$368K 2.58% 6
2025
Q3 		$7.81M Buy
15,070
+317
+2% +$162K 3.09% 6
2025
Q2 		$7.34M Sell
14,753
-391
-3% -$170K 3.12% 4
2025
Q1 		$5.68M Buy
15,144
+523
+4% +$213K 2.96% 2
2024
Q4 		$6.16M Buy
+14,621
New +$6.23M 3.43% 3

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

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

Crux Wealth Advisors increased its Microsoft (MSFT) stake by 1.4% in Q1 2026, buying an estimated $86.6K and bringing the position to 14,543 shares worth $5.38M. The position accounts for 2.07% of the portfolio, ranked #7.

Crux Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.81M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Crux Wealth Advisors held 14,543 shares of Microsoft worth $5.38M as of Q1 2026.
  • Crux Wealth Advisors bought 207 Microsoft shares in Q1 2026, an estimated $86.6K.
  • Microsoft made up 2.07% of Crux Wealth Advisors's portfolio in Q1 2026, its #7 holding.
  • Crux Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Crux Wealth Advisors's Microsoft position peaked at $7.81M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Crux Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.