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Dynamic Wealth Strategies’s Microsoft MSFT Stock Holding History

Dynamic Wealth Strategies’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 		$674K Sell
1,820
-450
-20% -$188K 0.39% 36
2025
Q4 		$1.1M Buy
2,270
+570
+34% +$286K 0.65% 32
2025
Q3 		$881K Buy
1,700
+246
+17% +$125K 0.59% 31
2025
Q2 		$723K Sell
1,454
-17
-1% -$7.38K 0.52% 30
2025
Q1 		$552K Buy
1,471
+17
+1% +$6.93K 0.46% 34
2024
Q4 		$613K Sell
1,454
-7
-0.5% -$2.98K 0.55% 30
2024
Q3 		$629K Sell
1,461
-96
-6% -$41K 0.51% 30
2024
Q2 		$696K Sell
1,557
-18
-1% -$7.6K 0.6% 27
2024
Q1 		$663K Buy
1,575
+24
+2% +$9.72K 0.57% 26
2023
Q4 		$583K Buy
+1,551
New +$552K 0.54% 25

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 Wealth Strategies's MSFT Position: Q1 2026 in Review

Dynamic Wealth Strategies reduced its Microsoft (MSFT) stake by 20% in Q1 2026, selling an estimated $188K and leaving 1,820 shares worth $674K. The position accounts for 0.39% of the portfolio, ranked #36.

Dynamic Wealth Strategies first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.1M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Dynamic Wealth Strategies held 1,820 shares of Microsoft worth $674K as of Q1 2026.
  • Dynamic Wealth Strategies sold 450 Microsoft shares in Q1 2026, an estimated $188K.
  • Microsoft made up 0.39% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #36 holding.
  • Dynamic Wealth Strategies first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's Microsoft position peaked at $1.1M in Q4 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.