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Ergawealth Advisors’s Microsoft MSFT Stock Holding History

Ergawealth Advisors’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 		$407K Sell
1,101
-274
-20% -$115K 0.18% 36
2025
Q4 		$665K Buy
1,375
+901
+190% +$452K 0.31% 27
2025
Q3 		$245K Sell
474
-319
-40% -$163K 0.11% 49
2025
Q2 		$394K Buy
793
+52
+7% +$22.6K 0.18% 51
2025
Q1 		$278K Sell
741
-10
-1% -$4.08K 0.14% 53
2024
Q4 		$316K Sell
751
-183
-20% -$77.9K 0.16% 51
2024
Q3 		$402K Buy
934
+30
+3% +$12.8K 0.2% 45
2024
Q2 		$404K Buy
904
+3
+0.3% +$1.27K 0.22% 45
2024
Q1 		$379K Buy
901
+13
+1% +$5.26K 0.21% 43
2023
Q4 		$334K Hold
888
– – 0.21% 37
2023
Q3 		$280K Hold
888
– – 0.19% 40
2023
Q2 		$302K Buy
888
+87
+11% +$27.3K 0.21% 36
2023
Q1 		$231K Buy
+801
New +$204K 0.19% 42

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

Ergawealth Advisors's MSFT Position: Q1 2026 in Review

Ergawealth Advisors reduced its Microsoft (MSFT) stake by 20% in Q1 2026, selling an estimated $115K and leaving 1,101 shares worth $407K. The position accounts for 0.18% of the portfolio, ranked #36.

Ergawealth Advisors first reported a position in MSFT in Q1 2023 and has held it in 13 quarters since. The position peaked at $665K in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Ergawealth Advisors held 1,101 shares of Microsoft worth $407K as of Q1 2026.
  • Ergawealth Advisors sold 274 Microsoft shares in Q1 2026, an estimated $115K.
  • Microsoft made up 0.18% of Ergawealth Advisors's portfolio in Q1 2026, its #36 holding.
  • Ergawealth Advisors first reported a position in Microsoft in Q1 2023 and has held it in 13 quarters since.
  • Ergawealth Advisors's Microsoft position peaked at $665K in Q4 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Ergawealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.