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Founders Grove Wealth Partners’s Microsoft MSFT Stock Holding History

Founders Grove Wealth Partners’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 		$6.23M Buy
16,833
+849
+5% +$355K 1.42% 22
2025
Q4 		$7.73M Buy
15,984
+405
+3% +$203K 1.74% 18
2025
Q3 		$8.07M Buy
15,579
+934
+6% +$476K 1.9% 16
2025
Q2 		$7.28M Buy
14,645
+957
+7% +$416K 1.83% 18
2025
Q1 		$5.14M Sell
13,688
-21
-0.2% -$8.56K 1.43% 23
2024
Q4 		$5.78M Buy
+13,709
New +$5.84M 1.67% 20

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

Founders Grove Wealth Partners's MSFT Position: Q1 2026 in Review

Founders Grove Wealth Partners increased its Microsoft (MSFT) stake by 5.3% in Q1 2026, buying an estimated $355K and bringing the position to 16,833 shares worth $6.23M. The position accounts for 1.42% of the portfolio, ranked #22.

Founders Grove Wealth Partners first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.07M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Founders Grove Wealth Partners held 16,833 shares of Microsoft worth $6.23M as of Q1 2026.
  • Founders Grove Wealth Partners bought 849 Microsoft shares in Q1 2026, an estimated $355K.
  • Microsoft made up 1.42% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #22 holding.
  • Founders Grove Wealth Partners first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Founders Grove Wealth Partners's Microsoft position peaked at $8.07M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.