FDW
MSFT icon

Fourth Dimension Wealth’s Microsoft MSFT Stock Holding History

Fourth Dimension 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 		$2.49M Sell
6,735
-233
-3% -$97.5K 0.95% 30
2025
Q4 		$3.37M Sell
6,968
-106
-1% -$53.1K 1.23% 24
2025
Q3 		$3.66M Sell
7,074
-75
-1% -$38.3K 1.4% 22
2025
Q2 		$3.56M Buy
7,149
+159
+2% +$69K 1.5% 20
2025
Q1 		$2.62M Buy
6,990
+2,297
+49% +$937K 1.27% 24
2024
Q4 		$2M Buy
+4,693
New +$2M 1.04% 25

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

Fourth Dimension Wealth's MSFT Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its Microsoft (MSFT) stake by 3.3% in Q1 2026, selling an estimated $97.5K and leaving 6,735 shares worth $2.49M. The position accounts for 0.95% of the portfolio, ranked #30.

Fourth Dimension Wealth first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.66M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Fourth Dimension Wealth held 6,735 shares of Microsoft worth $2.49M as of Q1 2026.
  • Fourth Dimension Wealth sold 233 Microsoft shares in Q1 2026, an estimated $97.5K.
  • Microsoft made up 0.95% of Fourth Dimension Wealth's portfolio in Q1 2026, its #30 holding.
  • Fourth Dimension Wealth first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Fourth Dimension Wealth's Microsoft position peaked at $3.66M in Q3 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.