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Greenup Street Wealth Management’s Microsoft MSFT Stock Holding History

Greenup Street 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 		$7.25M Buy
19,585
+5,025
+35% +$2.1M 1.02% 20
2025
Q4 		$7.04M Buy
14,560
+4,888
+51% +$2.45M 1.02% 19
2025
Q3 		$5.01M Sell
9,672
-2,413
-20% -$1.23M 0.77% 23
2025
Q2 		$6.01M Sell
12,085
-87
-0.7% -$37.8K 1.05% 19
2025
Q1 		$4.57M Sell
12,172
-3,445
-22% -$1.4M 0.91% 25
2024
Q4 		$6.58M Buy
15,617
+4,226
+37% +$1.8M 1.31% 21
2024
Q3 		$4.9M Buy
11,391
+799
+8% +$342K 1.01% 25
2024
Q2 		$4.73M Sell
10,592
-1,382
-12% -$584K 1.11% 19
2024
Q1 		$5.04M Sell
11,974
-284
-2% -$115K 1.26% 18
2023
Q4 		$4.61M Buy
12,258
+3,681
+43% +$1.31M 1.28% 18
2023
Q3 		$2.71M Sell
8,577
-4,827
-36% -$1.6M 0.88% 23
2023
Q2 		$4.56M Sell
13,404
-3,032
-18% -$950K 1.25% 23
2023
Q1 		$4.74M Buy
16,436
+5,137
+45% +$1.31M 1.66% 18
2022
Q4 		$2.71M Sell
11,299
-251
-2% -$60.2K 1.13% 24
2022
Q3 		$2.69M Buy
11,550
+2,095
+22% +$553K 1.21% 20
2022
Q2 		$2.43M Sell
9,455
-240
-2% -$65.1K 1.14% 25
2022
Q1 		$2.99M Buy
9,695
+2,438
+34% +$733K 1.65% 20
2021
Q4 		$2.44M Buy
+7,257
New +$2.35M 1.43% 22

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

Greenup Street Wealth Management's MSFT Position: Q1 2026 in Review

Greenup Street Wealth Management increased its Microsoft (MSFT) stake by 35% in Q1 2026, buying an estimated $2.1M and bringing the position to 19,585 shares worth $7.25M. The position accounts for 1.02% of the portfolio, ranked #20.

Greenup Street Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Greenup Street Wealth Management held 19,585 shares of Microsoft worth $7.25M as of Q1 2026.
  • Greenup Street Wealth Management bought 5,025 Microsoft shares in Q1 2026, an estimated $2.1M.
  • Microsoft made up 1.02% of Greenup Street Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Greenup Street Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Greenup Street Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.