Financial Life Advisors’s Microsoft MSFT Stock Holding History

Financial Life 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	–	Sell	-535	Closed	-$259K	–	55
2025 Q4	$259K	Buy	+535	New	+$268K	0.08%	48

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

Financial Life Advisors's MSFT Position: Q1 2026 in Review

Financial Life Advisors sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 535 shares — an estimated $259K sold.

Financial Life Advisors first reported a position in MSFT in Q4 2025 and held it in 1 quarter. The position peaked at $259K in Q4 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Financial Life Advisors reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
Financial Life Advisors sold 535 Microsoft shares in Q1 2026, an estimated $259K.
Financial Life Advisors first reported a position in Microsoft in Q4 2025 and held it in 1 quarter.
Financial Life Advisors's Microsoft position peaked at $259K in Q4 2025.
6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Financial Life Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.