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ForthRight Wealth Management’s Microsoft MSFT Stock Holding History

ForthRight Wealth Management’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 		$829K Sell
2,239
-33
-1% -$13.8K 0.24% 38
2025
Q4 		$1.1M Sell
2,272
-3
-0.1% -$1.5K 0.32% 31
2025
Q3 		$1.18M Buy
2,275
+133
+6% +$67.8K 0.34% 28
2025
Q2 		$1.07M Hold
2,142
– – 0.33% 29
2025
Q1 		$804K Sell
2,142
-15
-0.7% -$6.12K 0.27% 33
2024
Q4 		$909K Sell
2,157
-21
-1% -$8.95K 0.3% 33
2024
Q3 		$937K Buy
2,178
+49
+2% +$20.9K 0.31% 31
2024
Q2 		$952K Hold
2,129
– – 0.34% 31
2024
Q1 		$896K Sell
2,129
-75
-3% -$30.4K 0.32% 32
2023
Q4 		$829K Sell
2,204
-20
-0.9% -$7.12K 0.32% 31
2023
Q3 		$702K Sell
2,224
-87
-4% -$28.7K 0.3% 32
2023
Q2 		$787K Sell
2,311
-155
-6% -$48.6K 0.33% 31
2023
Q1 		$711K Buy
2,466
+512
+26% +$131K 0.33% 29
2022
Q4 		$469K Buy
1,954
+216
+12% +$51.8K 0.24% 31
2022
Q3 		$405K Buy
1,738
+375
+28% +$99K 0.24% 31
2022
Q2 		$350K Hold
1,363
– – 0.19% 33
2022
Q1 		$420K Buy
1,363
+140
+11% +$42.1K 0.22% 30
2021
Q4 		$411K Sell
1,223
-89
-7% -$28.9K 0.22% 29
2021
Q3 		$370K Buy
1,312
+212
+19% +$61.7K 0.22% 29
2021
Q2 		$298K Buy
1,100
+1
+0.1% +$254 0.19% 29
2021
Q1 		$259K Buy
1,099
+1
+0.1% +$232 0.18% 30
2020
Q4 		$244K Buy
+1,098
New +$236K 0.19% 26

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Fidelity Investments
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Geode Capital Management
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VPM
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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
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ForthRight Wealth Management's MSFT Position: Q1 2026 in Review

ForthRight Wealth Management reduced its Microsoft (MSFT) stake by 1.5% in Q1 2026, selling an estimated $13.8K and leaving 2,239 shares worth $829K. The position accounts for 0.24% of the portfolio, ranked #38.

ForthRight Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.18M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • ForthRight Wealth Management held 2,239 shares of Microsoft worth $829K as of Q1 2026.
  • ForthRight Wealth Management sold 33 Microsoft shares in Q1 2026, an estimated $13.8K.
  • Microsoft made up 0.24% of ForthRight Wealth Management's portfolio in Q1 2026, its #38 holding.
  • ForthRight Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • ForthRight Wealth Management's Microsoft position peaked at $1.18M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on ForthRight Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.