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FinDec Wealth Services’s Microsoft MSFT Stock Holding History

FinDec Wealth Services’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
-971
Closed -$469K – 31
2025
Q4 		$469K Sell
971
-15
-2% -$7.52K 0.5% 21
2025
Q3 		$510K Sell
986
-23
-2% -$11.7K 0.53% 18
2025
Q2 		$502K Sell
1,009
-89
-8% -$38.6K 0.52% 18
2025
Q1 		$412K Sell
1,098
-736
-40% -$300K 0.41% 30
2024
Q4 		$773K Sell
1,834
-1,574
-46% -$670K 0.54% 26
2024
Q3 		$1.47M Buy
3,408
+24
+0.7% +$10.3K 0.85% 28
2024
Q2 		$1.51M Sell
3,384
-5
-0.1% -$2.11K 0.95% 27
2024
Q1 		$1.43M Buy
3,389
+237
+8% +$95.9K 0.9% 29
2023
Q4 		$1.19M Buy
3,152
+1,477
+88% +$526K 0.79% 27
2023
Q3 		$529K Buy
1,675
+24
+1% +$7.93K 0.38% 32
2023
Q2 		$562K Buy
1,651
+34
+2% +$10.7K 0.39% 32
2023
Q1 		$466K Buy
1,617
+73
+5% +$18.6K 0.35% 34
2022
Q4 		$370K Buy
+1,544
New +$371K 0.31% 35

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

FinDec Wealth Services's MSFT Position: Q1 2026 in Review

FinDec Wealth Services sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 971 shares — an estimated $469K sold.

FinDec Wealth Services first reported a position in MSFT in Q4 2022 and held it in 13 quarters. The position peaked at $1.51M in Q2 2024. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • FinDec Wealth Services reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • FinDec Wealth Services sold 971 Microsoft shares in Q1 2026, an estimated $469K.
  • FinDec Wealth Services first reported a position in Microsoft in Q4 2022 and held it in 13 quarters.
  • FinDec Wealth Services's Microsoft position peaked at $1.51M in Q2 2024.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on FinDec Wealth Services's 13F filing for Q1 2026, filed 5 May 2026.