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Equita Financial Network’s Microsoft MSFT Stock Holding History

Equita Financial Network’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 		$1.04M Sell
2,811
-83
-3% -$34.7K 0.33% 40
2025
Q4 		$1.4M Buy
2,894
+46
+2% +$23.1K 0.42% 32
2025
Q3 		$1.48M Sell
2,848
-39
-1% -$19.9K 0.5% 32
2025
Q2 		$1.44M Sell
2,887
-282
-9% -$122K 0.57% 28
2025
Q1 		$1.19M Buy
3,169
+904
+40% +$369K 0.42% 38
2024
Q4 		$955K Buy
2,265
+107
+5% +$45.6K 0.35% 43
2024
Q3 		$929K Buy
2,158
+724
+50% +$309K 0.34% 43
2024
Q2 		$641K Buy
1,434
+427
+42% +$180K 0.27% 50
2024
Q1 		$424K Buy
1,007
+341
+51% +$138K 0.19% 53
2023
Q4 		$251K Sell
666
-1,393
-68% -$496K 0.13% 57
2023
Q3 		$650K Buy
+2,059
New +$680K 0.4% 38

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

Equita Financial Network's MSFT Position: Q1 2026 in Review

Equita Financial Network reduced its Microsoft (MSFT) stake by 2.9% in Q1 2026, selling an estimated $34.7K and leaving 2,811 shares worth $1.04M. The position accounts for 0.33% of the portfolio, ranked #40.

Equita Financial Network first reported a position in MSFT in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q3 2025. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Equita Financial Network held 2,811 shares of Microsoft worth $1.04M as of Q1 2026.
  • Equita Financial Network sold 83 Microsoft shares in Q1 2026, an estimated $34.7K.
  • Microsoft made up 0.33% of Equita Financial Network's portfolio in Q1 2026, its #40 holding.
  • Equita Financial Network first reported a position in Microsoft in Q3 2023 and has held it in 11 quarters since.
  • Equita Financial Network's Microsoft position peaked at $1.48M in Q3 2025.
  • 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.