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Daner Wealth Management’s Microsoft MSFT Stock Holding History

Daner 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 		$451K Sell
1,107
-81
-7% -$33.9K 0.27% 50
2025
Q4 		$491K Buy
1,188
+151
+15% +$75.7K 0.3% 45
2025
Q3 		$532K Buy
1,037
+107
+12% +$54.6K 0.35% 41
2025
Q2 		$492K Buy
+930
New +$404K 0.34% 39
2024
Q4 		$210K Buy
+506
New +$216K 0.15% 55

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

Daner Wealth Management's MSFT Position: Q1 2026 in Review

Daner Wealth Management reduced its Microsoft (MSFT) stake by 6.8% in Q1 2026, selling an estimated $33.9K and leaving 1,107 shares worth $451K. The position accounts for 0.27% of the portfolio, ranked #50.

Daner Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 5 quarters since. The position peaked at $532K in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Daner Wealth Management held 1,107 shares of Microsoft worth $451K as of Q1 2026.
  • Daner Wealth Management sold 81 Microsoft shares in Q1 2026, an estimated $33.9K.
  • Microsoft made up 0.27% of Daner Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Daner Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 5 quarters since.
  • Daner Wealth Management's Microsoft position peaked at $532K in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Daner Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.