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Greykasell Wealth Strategies’s Microsoft MSFT Stock Holding History

Greykasell Wealth Strategies’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 		$4.92M Sell
13,283
-455
-3% -$190K 1.98% 12
2025
Q4 		$6.64M Buy
13,738
+68
+0.5% +$34.1K 2.62% 8
2025
Q3 		$7.08M Buy
13,670
+682
+5% +$348K 2.98% 7
2025
Q2 		$6.46M Sell
12,988
-45
-0.3% -$19.5K 3.1% 6
2025
Q1 		$4.89M Buy
13,033
+257
+2% +$105K 2.61% 8
2024
Q4 		$5.39M Buy
+12,776
New +$5.44M 2.99% 7

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

Greykasell Wealth Strategies's MSFT Position: Q1 2026 in Review

Greykasell Wealth Strategies reduced its Microsoft (MSFT) stake by 3.3% in Q1 2026, selling an estimated $190K and leaving 13,283 shares worth $4.92M. The position accounts for 1.98% of the portfolio, ranked #12.

Greykasell Wealth Strategies first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.08M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Greykasell Wealth Strategies held 13,283 shares of Microsoft worth $4.92M as of Q1 2026.
  • Greykasell Wealth Strategies sold 455 Microsoft shares in Q1 2026, an estimated $190K.
  • Microsoft made up 1.98% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #12 holding.
  • Greykasell Wealth Strategies first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Greykasell Wealth Strategies's Microsoft position peaked at $7.08M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.