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Dynamic Financial Group’s Microsoft MSFT Stock Holding History

Dynamic Financial 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 		$511K Buy
1,381
+78
+6% +$32.6K 0.42% 35
2025
Q4 		$630K Hold
1,303
– – 0.54% 28
2025
Q3 		$675K Hold
1,303
– – 0.59% 22
2025
Q2 		$648K Buy
1,303
+17
+1% +$7.38K 0.62% 22
2025
Q1 		$483K Hold
1,286
– – 0.48% 21
2024
Q4 		$542K Buy
+1,286
New +$548K 0.55% 18

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

Dynamic Financial Group's MSFT Position: Q1 2026 in Review

Dynamic Financial Group increased its Microsoft (MSFT) stake by 6% in Q1 2026, buying an estimated $32.6K and bringing the position to 1,381 shares worth $511K. The position accounts for 0.42% of the portfolio, ranked #35.

Dynamic Financial Group first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $675K in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Dynamic Financial Group held 1,381 shares of Microsoft worth $511K as of Q1 2026.
  • Dynamic Financial Group bought 78 Microsoft shares in Q1 2026, an estimated $32.6K.
  • Microsoft made up 0.42% of Dynamic Financial Group's portfolio in Q1 2026, its #35 holding.
  • Dynamic Financial Group first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Dynamic Financial Group's Microsoft position peaked at $675K in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Dynamic Financial Group's 13F filing for Q1 2026, filed 12 May 2026.