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Greenhouse Wealth Management’s Microsoft MSFT Stock Holding History

Greenhouse 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 		$1.37M Sell
3,711
-123
-3% -$51.5K 0.85% 17
2025
Q4 		$1.85M Buy
3,834
+5
+0.1% +$2.51K 1.1% 13
2025
Q3 		$1.98M Buy
3,829
+5
+0.1% +$2.55K 1.19% 12
2025
Q2 		$1.9M Buy
3,824
+4
+0.1% +$1.74K 1.23% 11
2025
Q1 		$1.43M Buy
3,820
+6
+0.2% +$2.45K 1.07% 13
2024
Q4 		$1.61M Buy
3,814
+4
+0.1% +$1.7K 1.06% 12
2024
Q3 		$1.64M Buy
3,810
+6
+0.2% +$2.56K 1.1% 12
2024
Q2 		$1.7M Buy
3,804
+5
+0.1% +$2.11K 1.24% 12
2024
Q1 		$1.6M Buy
3,799
+46
+1% +$18.6K 1.2% 11
2023
Q4 		$1.41M Sell
3,753
-35
-0.9% -$12.5K 1.14% 12
2023
Q3 		$1.2M Sell
3,788
-16
-0.4% -$5.29K 1.07% 13
2023
Q2 		$1.3M Buy
3,804
+67
+2% +$21K 1.14% 11
2023
Q1 		$1.08M Buy
3,737
+9
+0.2% +$2.3K 1.02% 14
2022
Q4 		$894K Sell
3,728
-202
-5% -$48.5K 0.9% 15
2022
Q3 		$915K Sell
3,930
-75
-2% -$19.8K 1.02% 13
2022
Q2 		$1.03M Buy
4,005
+91
+2% +$24.7K 1.1% 14
2022
Q1 		$1.21M Buy
3,914
+7
+0.2% +$2.11K 1.13% 14
2021
Q4 		$1.31M Buy
3,907
+6
+0.2% +$1.95K 1.17% 14
2021
Q3 		$1.1M Sell
3,901
-28
-0.7% -$8.15K 1.04% 16
2021
Q2 		$1.06M Buy
3,929
+7
+0.2% +$1.78K 0.99% 16
2021
Q1 		$925K Buy
3,922
+8
+0.2% +$1.86K 0.92% 17
2020
Q4 		$871K Buy
+3,914
New +$842K 0.86% 19

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

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

Greenhouse Wealth Management reduced its Microsoft (MSFT) stake by 3.2% in Q1 2026, selling an estimated $51.5K and leaving 3,711 shares worth $1.37M. The position accounts for 0.85% of the portfolio, ranked #17.

Greenhouse Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.98M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Greenhouse Wealth Management held 3,711 shares of Microsoft worth $1.37M as of Q1 2026.
  • Greenhouse Wealth Management sold 123 Microsoft shares in Q1 2026, an estimated $51.5K.
  • Microsoft made up 0.85% of Greenhouse Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Greenhouse Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Greenhouse Wealth Management's Microsoft position peaked at $1.98M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Greenhouse Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.