Empowered Funds’s Microsoft MSFT Stock Holding History

Empowered Funds’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
2023 Q1	–	Sell	-58,611	Closed	-$14.1M	–	642
2022 Q4	$14.1M	Buy	+58,611	New	+$14.1M	0.92%	14

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

Empowered Funds's MSFT Position: Q1 2026 in Review

Empowered Funds opened a new position in Microsoft (MSFT) in Q1 2026: 806,973 shares worth $299M. The stake represents 1.91% of the portfolio and ranks #3 among its holdings. This is a return to the name: Empowered Funds previously reported a position in MSFT as recently as Q3 2025.

Empowered Funds first reported a position in MSFT in Q2 2020 and has held it in 20 quarters since. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Empowered Funds held 806,973 shares of Microsoft worth $299M as of Q1 2026.
Microsoft was a new Empowered Funds position in Q1 2026.
Microsoft made up 1.91% of Empowered Funds's portfolio in Q1 2026, its #3 holding.
Empowered Funds first reported a position in Microsoft in Q2 2020 and has held it in 20 quarters since.
6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.