Darden Wealth Group’s Microsoft MSFT Stock Holding History

Darden Wealth Group’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	$6.63M	Sell	17,906 -630	-3%	-$264K	3.38%	7
2025 Q4	$8.96M	Buy	18,536 +695	+4%	+$348K	4.35%	4
2025 Q3	$9.24M	Buy	17,841 +112	+0.6%	+$57.1K	4.83%	2
2025 Q2	$8.82M	Sell	17,729 -264	-1%	-$115K	5.32%	2
2025 Q1	$6.75M	Sell	17,993 -350	-2%	-$143K	5.24%	3
2024 Q4	$7.73M	Sell	18,343 -135	-0.7%	-$57.5K	5.21%	3
2024 Q3	$7.95M	Buy	18,478 +91	+0.5%	+$38.9K	5.7%	3
2024 Q2	$8.22M	Buy	18,387 +920	+5%	+$389K	4.95%	4
2024 Q1	$7.35M	Buy	17,467 +1,652	+10%	+$669K	5.76%	2
2023 Q4	$5.95M	Buy	+15,815	New	+$5.63M	5.72%	3

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

Darden Wealth Group's MSFT Position: Q1 2026 in Review

Darden Wealth Group reduced its Microsoft (MSFT) stake by 3.4% in Q1 2026, selling an estimated $264K and leaving 17,906 shares worth $6.63M. The position accounts for 3.38% of the portfolio, ranked #7.

Darden Wealth Group first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.24M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Darden Wealth Group held 17,906 shares of Microsoft worth $6.63M as of Q1 2026.
Darden Wealth Group sold 630 Microsoft shares in Q1 2026, an estimated $264K.
Microsoft made up 3.38% of Darden Wealth Group's portfolio in Q1 2026, its #7 holding.
Darden Wealth Group first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Darden Wealth Group's Microsoft position peaked at $9.24M in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.