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Delap Wealth Advisory’s Microsoft MSFT Stock Holding History

Delap Wealth Advisory’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 		$3.17M Sell
8,551
-908
-10% -$380K 1.19% 21
2025
Q4 		$4.57M Buy
9,459
+1,132
+14% +$567K 1.77% 16
2025
Q3 		$4.33M Sell
8,327
-609
-7% -$311K 1.82% 17
2025
Q2 		$4.44M Sell
8,936
-51
-0.6% -$22.1K 2.13% 13
2025
Q1 		$3.37M Sell
8,987
-6,733
-43% -$2.75M 1.88% 13
2024
Q4 		$6.63M Buy
15,720
+605
+4% +$258K 3.96% 8
2024
Q3 		$6.5M Sell
15,115
-1,239
-8% -$530K 4.11% 9
2024
Q2 		$7.31M Sell
16,354
-14,978
-48% -$6.33M 3.36% 8
2024
Q1 		$13.2M Sell
31,332
-33,706
-52% -$13.6M 5.33% 3
2023
Q4 		$24.5M Buy
65,038
+62,618
+2,588% +$22.3M 11.07% 2
2023
Q3 		$764K Buy
2,420
+423
+21% +$140K 0.74% 22
2023
Q2 		$680K Sell
1,997
-2,410
-55% -$755K 0.67% 24
2023
Q1 		$1.27M Sell
4,407
-3,904
-47% -$996K 1.3% 19
2022
Q4 		$1.99M Buy
+8,311
New +$1.99M 2.08% 14

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

Delap Wealth Advisory's MSFT Position: Q1 2026 in Review

Delap Wealth Advisory reduced its Microsoft (MSFT) stake by 9.6% in Q1 2026, selling an estimated $380K and leaving 8,551 shares worth $3.17M. The position accounts for 1.19% of the portfolio, ranked #21.

Delap Wealth Advisory first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $24.5M in Q4 2023. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Delap Wealth Advisory held 8,551 shares of Microsoft worth $3.17M as of Q1 2026.
  • Delap Wealth Advisory sold 908 Microsoft shares in Q1 2026, an estimated $380K.
  • Microsoft made up 1.19% of Delap Wealth Advisory's portfolio in Q1 2026, its #21 holding.
  • Delap Wealth Advisory first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Delap Wealth Advisory's Microsoft position peaked at $24.5M in Q4 2023.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.