Genesis Financial Group’s Microsoft MSFT Stock Holding History

Genesis Financial Group’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	-445	Closed	-$215K	–	115
2025 Q4	$215K	Buy	+445	New	+$223K	0.12%	95

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

Genesis Financial Group's MSFT Position: Q1 2026 in Review

Genesis Financial Group sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 445 shares — an estimated $215K sold.

Genesis Financial Group first reported a position in MSFT in Q4 2025 and held it in 1 quarter. The position peaked at $215K in Q4 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Genesis Financial Group reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
Genesis Financial Group sold 445 Microsoft shares in Q1 2026, an estimated $215K.
Genesis Financial Group first reported a position in Microsoft in Q4 2025 and held it in 1 quarter.
Genesis Financial Group's Microsoft position peaked at $215K in Q4 2025.
6,192 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Genesis Financial Group's 13F filing for Q1 2026, filed 18 May 2026.