Gateway Wealth Partners’s Microsoft MSFT Stock Holding History

Gateway 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	$22.5M	Buy	60,917 +41,850	+219%	+$17.5M	0.88%	16
2025 Q4	$9.22M	Buy	19,067 +2,248	+13%	+$1.13M	1.03%	19
2025 Q3	$8.71M	Buy	16,819 +557	+3%	+$284K	1.18%	17
2025 Q2	$8.09M	Buy	16,262 +911	+6%	+$396K	1.53%	6
2025 Q1	$5.76M	Buy	15,351 +615	+4%	+$251K	1.29%	12
2024 Q4	$6.21M	Buy	14,736 +868	+6%	+$370K	1.61%	9
2024 Q3	$5.97M	Buy	13,868 +321	+2%	+$137K	1.64%	9
2024 Q2	$6.05M	Buy	13,547 +3,782	+39%	+$1.6M	1.83%	8
2024 Q1	$4.11M	Buy	9,765 +1,516	+18%	+$614K	1.47%	15
2023 Q4	$3.1M	Sell	8,249 -5,387	-40%	-$1.92M	1.25%	19
2023 Q3	$4.31M	Buy	13,636 +973	+8%	+$322K	0.78%	27
2023 Q2	$4.31M	Buy	12,663 +2,058	+19%	+$645K	0.77%	25
2023 Q1	$3.06M	Buy	10,605 +431	+4%	+$110K	0.47%	39
2022 Q4	$2.44M	Buy	+10,174	New	+$2.44M	0.42%	42

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

Gateway Wealth Partners's MSFT Position: Q1 2026 in Review

Gateway Wealth Partners increased its Microsoft (MSFT) stake by 219% in Q1 2026, buying an estimated $17.5M and bringing the position to 60,917 shares worth $22.5M. The position accounts for 0.88% of the portfolio, ranked #16.

Gateway Wealth Partners first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Gateway Wealth Partners held 60,917 shares of Microsoft worth $22.5M as of Q1 2026.
Gateway Wealth Partners bought 41,850 Microsoft shares in Q1 2026, an estimated $17.5M.
Microsoft made up 0.88% of Gateway Wealth Partners's portfolio in Q1 2026, its #16 holding.
Gateway Wealth Partners first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.