Denver Wealth Management
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Denver Wealth Management’s Microsoft MSFT Stock Holding History

Denver 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
Q3 		$844K Buy
1,645
+20
+1% +$9.25K 0.21% 48
2026
Q2 		$606K Buy
1,625
+168
+12% +$68K 0.17% 54
2026
Q1 		$539K Buy
1,457
+84
+6% +$35.1K 0.19% 60
2025
Q4 		$664K Buy
1,373
+22
+2% +$11K 0.24% 46
2025
Q3 		$700K Sell
1,351
-75
-5% -$38.3K 0.26% 42
2025
Q2 		$709K Sell
1,426
-22
-2% -$9.6K 0.29% 40
2025
Q1 		$544K Buy
1,448
+2
+0.1% +$815 0.25% 49
2024
Q4 		$609K Sell
1,446
-16
-1% -$6.82K 0.27% 40
2024
Q3 		$629K Buy
1,462
+19
+1% +$8.12K 0.29% 42
2024
Q2 		$645K Sell
1,443
-38
-3% -$16K 0.32% 42
2024
Q1 		$623K Sell
1,481
-62
-4% -$25.1K 0.32% 43
2023
Q4 		$580K Buy
1,543
+33
+2% +$11.7K 0.33% 39
2023
Q3 		$477K Buy
1,510
+114
+8% +$37.7K 0.31% 41
2023
Q2 		$475K Buy
1,396
+1
+0.1% +$313 0.33% 40
2023
Q1 		$402K Buy
1,395
+47
+3% +$12K 0.28% 53
2022
Q4 		$323K Buy
1,348
+41
+3% +$9.8K 0.24% 53
2022
Q3 		$304K Buy
1,307
+41
+3% +$10.8K 0.29% 41
2022
Q2 		$325K Buy
+1,266
New +$344K 0.34% 35
2021
Q4 		$437K Buy
+1,300
New +$421K 0.42% 23
2021
Q1 		$399K Buy
+1,293
New +$300K 0.42% 29

Other funds holding MSFT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Denver Wealth Management's MSFT Position: Q3 2026 in Review

Denver Wealth Management increased its Microsoft (MSFT) stake by 1.2% in Q3 2026, buying an estimated $9.25K and bringing the position to 1,645 shares worth $844K. The position accounts for 0.21% of the portfolio, ranked #48.

Denver Wealth Management first reported a position in MSFT in Q1 2021 and has held it in 20 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Denver Wealth Management held 1,645 shares of Microsoft worth $844K as of Q3 2026.
  • Denver Wealth Management bought 20 Microsoft shares in Q3 2026, an estimated $9.25K.
  • Microsoft made up 0.21% of Denver Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Denver Wealth Management first reported a position in Microsoft in Q1 2021 and has held it in 20 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Denver Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.