DWM
MSFT icon

Diversify Wealth Management’s Microsoft MSFT Stock Holding History

Diversify 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 		$848 Buy
+200
New +$83.7K ﹤0.01% 1147

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

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

Diversify Wealth Management increased its Microsoft (MSFT) stake by 228% in Q1 2026, buying an estimated $48.9M and bringing the position to 168,007 shares worth $71.3M. The position accounts for 1.27% of the portfolio, ranked #14.

Diversify Wealth Management first reported a position in MSFT in Q2 2024 and has held it in 8 quarters since. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Diversify Wealth Management held 168,007 shares of Microsoft worth $71.3M as of Q1 2026.
  • Diversify Wealth Management bought 116,802 Microsoft shares in Q1 2026, an estimated $48.9M.
  • Microsoft made up 1.27% of Diversify Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Diversify Wealth Management first reported a position in Microsoft in Q2 2024 and has held it in 8 quarters since.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.