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Evexia Wealth’s Microsoft MSFT Stock Holding History

Evexia Wealth’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 		$13.5M Buy
35,214
+6,441
+22% +$2.7M 3.72% 8
2025
Q4 		$13.2M Sell
28,773
-66
-0.2% -$33.1K 3.69% 8
2025
Q3 		$14.8M Sell
28,839
-2,037
-7% -$1.04M 4.44% 4
2025
Q2 		$15.7M Sell
30,876
-67
-0.2% -$29.1K 4.95% 3
2025
Q1 		$12.1M Buy
30,943
+27
+0.1% +$11K 4.39% 2
2024
Q4 		$12.7M Buy
30,916
+159
+0.5% +$67.7K 4.29% 4
2024
Q3 		$12.6M Buy
30,757
+2,233
+8% +$955K 4.47% 4
2024
Q2 		$12.6M Sell
28,524
-237
-0.8% -$100K 4.74% 2
2024
Q1 		$12.1M Sell
28,761
-2,228
-7% -$902K 5% 1
2023
Q4 		$12.7M Buy
30,989
+161
+0.5% +$57.3K 5.38% 1
2023
Q3 		$10.5M Sell
30,828
-1,480
-5% -$489K 5.32% 1
2023
Q2 		$11.3M Sell
32,308
-599
-2% -$188K 5.45% 1
2023
Q1 		$10.3M Buy
+32,907
New +$8.39M 5.54% 1

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

Evexia Wealth's MSFT Position: Q1 2026 in Review

Evexia Wealth increased its Microsoft (MSFT) stake by 22% in Q1 2026, buying an estimated $2.7M and bringing the position to 35,214 shares worth $13.5M. The position accounts for 3.72% of the portfolio, ranked #8.

Evexia Wealth first reported a position in MSFT in Q1 2023 and has held it in 13 quarters since. The position peaked at $15.7M in Q2 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Evexia Wealth held 35,214 shares of Microsoft worth $13.5M as of Q1 2026.
  • Evexia Wealth bought 6,441 Microsoft shares in Q1 2026, an estimated $2.7M.
  • Microsoft made up 3.72% of Evexia Wealth's portfolio in Q1 2026, its #8 holding.
  • Evexia Wealth first reported a position in Microsoft in Q1 2023 and has held it in 13 quarters since.
  • Evexia Wealth's Microsoft position peaked at $15.7M in Q2 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Evexia Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.