Dynasty Wealth Management’s Microsoft MSFT Stock Holding History

Dynasty 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	$15.1M	Sell	40,765 -6,222	-13%	-$2.6M	0.13%	59
2025 Q4	$22.7M	Buy	46,987 +3,633	+8%	+$1.82M	0.22%	54
2025 Q3	$22.5M	Buy	43,354 +42,470	+4,804%	+$21.7M	0.3%	43
2025 Q2	$440K	Sell	884 -19,214	-96%	-$8.34M	0.01%	192
2025 Q1	$7.54M	Sell	20,098 -924	-4%	-$377K	0.13%	51
2024 Q4	$8.86M	Buy	21,022 +1,059	+5%	+$451K	0.15%	48
2024 Q3	$8.59M	Sell	19,963 -6,027	-23%	-$2.58M	0.26%	33
2024 Q2	$11.6M	Buy	25,990 +912	+4%	+$385K	0.34%	36
2024 Q1	$10.6M	Buy	+25,078	New	+$10.2M	0.34%	32
2018 Q4	–	Sell	-15,390	Closed	-$1.76M	–	67
2018 Q3	$1.76M	Buy	15,390 +12,114	+370%	+$1.31M	2.27%	11
2018 Q2	$323K	Buy	3,276 +20	+0.6%	+$1.94K	0.67%	42
2018 Q1	$297K	Sell	3,256 -2,937	-47%	-$269K	0.12%	43
2017 Q4	$530K	Buy	+6,193	New	+$508K	0.92%	26

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Dynasty Wealth Management reduced its Microsoft (MSFT) stake by 13% in Q1 2026, selling an estimated $2.6M and leaving 40,765 shares worth $15.1M. The position accounts for 0.13% of the portfolio, ranked #59.

Dynasty Wealth Management first reported a position in MSFT in Q4 2017 and has held it in 13 quarters since. The position peaked at $22.7M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Dynasty Wealth Management held 40,765 shares of Microsoft worth $15.1M as of Q1 2026.
Dynasty Wealth Management sold 6,222 Microsoft shares in Q1 2026, an estimated $2.6M.
Microsoft made up 0.13% of Dynasty Wealth Management's portfolio in Q1 2026, its #59 holding.
Dynasty Wealth Management first reported a position in Microsoft in Q4 2017 and has held it in 13 quarters since.
Dynasty Wealth Management's Microsoft position peaked at $22.7M in Q4 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.