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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
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% -$9.55K 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% +$9.84K 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 $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

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

Denver Wealth Management increased its Microsoft (MSFT) stake by 6.1% in Q1 2026, buying an estimated $35.1K and bringing the position to 1,457 shares worth $539K. The position accounts for 0.19% of the portfolio, ranked #60.

Denver Wealth Management first reported a position in MSFT in Q1 2021 and has held it in 18 quarters since. The position peaked at $709K in Q2 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Denver Wealth Management held 1,457 shares of Microsoft worth $539K as of Q1 2026.
  • Denver Wealth Management bought 84 Microsoft shares in Q1 2026, an estimated $35.1K.
  • Microsoft made up 0.19% of Denver Wealth Management's portfolio in Q1 2026, its #60 holding.
  • Denver Wealth Management first reported a position in Microsoft in Q1 2021 and has held it in 18 quarters since.
  • Denver Wealth Management's Microsoft position peaked at $709K in Q2 2025.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Denver Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.