Dakota Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $98.3M | Sell |
265,501
-1,730
| -0.6% | -$724K | 2.13% | 4 |
|
|
2025
Q4 | $129M | Buy |
267,231
+31,251
| +13% | +$15.7M | 2.29% | 4 |
|
|
2025
Q3 | $122M | Sell |
235,980
-9,411
| -4% | -$4.8M | 2.46% | 4 |
|
|
2025
Q2 | $122M | Buy |
245,391
+25,327
| +12% | +$11M | 2.57% | 3 |
|
|
2025
Q1 | $82.6M | Sell |
220,064
-48,821
| -18% | -$19.9M | 1.93% | 5 |
|
|
2024
Q4 | $113M | Sell |
268,885
-1,917
| -0.7% | -$817K | 2.61% | 5 |
|
|
2024
Q3 | $117M | Buy |
270,802
+1,293
| +0.5% | +$553K | 2.63% | 4 |
|
|
2024
Q2 | $120M | Buy |
269,509
+2,969
| +1% | +$1.25M | 2.83% | 4 |
|
|
2024
Q1 | $112M | Buy |
266,540
+27,521
| +12% | +$11.1M | 2.78% | 3 |
|
|
2023
Q4 | $89.9M | Buy |
239,019
+11,137
| +5% | +$3.96M | 3.49% | 3 |
|
|
2023
Q3 | $72M | Buy |
227,882
+8,886
| +4% | +$2.94M | 3.18% | 3 |
|
|
2023
Q2 | $74.6M | Buy |
218,996
+10,692
| +5% | +$3.35M | 3.51% | 3 |
|
|
2023
Q1 | $60.1M | Buy |
208,304
+6,558
| +3% | +$1.67M | 4.01% | 2 |
|
|
2022
Q4 | $48.4M | Sell |
201,746
-15,290
| -7% | -$3.67M | 3.43% | 2 |
|
|
2022
Q3 | $50.5M | Buy |
217,036
+13,288
| +7% | +$3.51M | 4.09% | 2 |
|
|
2022
Q2 | $52.3M | Buy |
203,748
+7,609
| +4% | +$2.07M | 4.82% | 1 |
|
|
2022
Q1 | $60.5M | Buy |
196,139
+67,958
| +53% | +$20.4M | 4.9% | 1 |
|
|
2021
Q4 | $43.1M | Buy |
128,181
+3,247
| +3% | +$1.05M | 4.55% | 2 |
|
|
2021
Q3 | $35.2M | Buy |
124,934
+3,299
| +3% | +$960K | 4.05% | 2 |
|
|
2021
Q2 | $33M | Buy |
121,635
+708
| +0.6% | +$180K | 3.92% | 2 |
|
|
2021
Q1 | $28.5M | Buy |
120,927
+4,235
| +4% | +$983K | 3.74% | 2 |
|
|
2020
Q4 | $26M | Buy |
116,692
+14,667
| +14% | +$3.15M | 3.38% | 3 |
|
|
2020
Q3 | $21.5M | Buy |
102,025
+1,534
| +2% | +$322K | 3.38% | 3 |
|
|
2020
Q2 | $20.5M | Buy |
100,491
+5,336
| +6% | +$969K | 3.5% | 3 |
|
|
2020
Q1 | $15M | Sell |
95,155
-3,746
| -4% | -$616K | 3.28% | 2 |
|
|
2019
Q4 | $15.6M | Sell |
98,901
-800
| -0.8% | -$118K | 2.5% | 5 |
|
|
2019
Q3 | $13.9M | Buy |
99,701
+11,498
| +13% | +$1.58M | 2.39% | 4 |
|
|
2019
Q2 | $11.8M | Buy |
88,203
+897
| +1% | +$114K | 2.26% | 5 |
|
|
2019
Q1 | $10.3M | Buy |
87,306
+19,386
| +29% | +$2.12M | 2.05% | 6 |
|
|
2018
Q4 | $7.58M | Buy |
67,920
+1,799
| +3% | +$193K | 1.72% | 12 |
|
|
2018
Q3 | $7.56M | Buy |
66,121
+5,145
| +8% | +$558K | 1.7% | 12 |
|
|
2018
Q2 | $6.01M | Buy |
60,976
+52,127
| +589% | +$5.05M | 1.67% | 14 |
|
|
2018
Q1 | $808K | Buy |
8,849
+1,056
| +14% | +$96.6K | 0.42% | 40 |
|
|
2017
Q4 | $667K | Buy |
7,793
+2,073
| +36% | +$170K | 0.35% | 44 |
|
|
2017
Q3 | $426K | Hold |
5,720
| – | – | 0.23% | 48 |
|
|
2017
Q2 | $394K | Sell |
5,720
-320
| -5% | -$22K | 0.22% | 49 |
|
|
2017
Q1 | $398K | Sell |
6,040
-83
| -1% | -$5.32K | 0.23% | 47 |
|
|
2016
Q4 | $380K | Buy |
6,123
+83
| +1% | +$4.99K | 0.25% | 38 |
|
|
2016
Q3 | $348K | Buy |
6,040
+300
| +5% | +$16.9K | 0.23% | 40 |
|
|
2016
Q2 | $294K | Sell |
5,740
-145
| -2% | -$7.54K | 0.2% | 44 |
|
|
2016
Q1 | $325K | Sell |
5,885
-200
| -3% | -$10.5K | 0.23% | 42 |
|
|
2015
Q4 | $338K | Hold |
6,085
| – | – | 0.23% | 42 |
|
|
2015
Q3 | $269K | Hold |
6,085
| – | – | 0.18% | 42 |
|
|
2015
Q2 | $269K | Buy |
6,085
+254
| +4% | +$11.6K | 0.16% | 48 |
|
|
2015
Q1 | $237K | Buy |
5,831
+46
| +0.8% | +$2K | 0.14% | 51 |
|
|
2014
Q4 | $269K | Buy |
+5,785
| New | +$272K | 0.17% | 47 |
|
Other funds holding MSFT
VCM
VPM
Dakota Wealth Management's MSFT Position: Q1 2026 in Review
Dakota Wealth Management reduced its Microsoft (MSFT) stake by 0.65% in Q1 2026, selling an estimated $724K and leaving 265,501 shares worth $98.3M. The position accounts for 2.13% of the portfolio, ranked #4.
Dakota Wealth Management first reported a position in MSFT in Q4 2014 and has held it in 46 quarters since. The position peaked at $129M in Q4 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Dakota Wealth Management held 265,501 shares of Microsoft worth $98.3M as of Q1 2026.
- Dakota Wealth Management sold 1,730 Microsoft shares in Q1 2026, an estimated $724K.
- Microsoft made up 2.13% of Dakota Wealth Management's portfolio in Q1 2026, its #4 holding.
- Dakota Wealth Management first reported a position in Microsoft in Q4 2014 and has held it in 46 quarters since.
- Dakota Wealth Management's Microsoft position peaked at $129M in Q4 2025.
- 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.