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Dakota Wealth Management’s Microsoft MSFT Stock Holding History

Dakota Wealth Management’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 		– Hold
0
– – – 610

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VCM
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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

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. 6,179 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.
  • 6,179 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.