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Inspire Advisors’s Microsoft MSFT Stock Holding History

Inspire Advisors’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 		$2.48M Buy
6,693
+1,329
+25% +$556K 0.2% 85
2025
Q4 		$2.59M Buy
5,364
+971
+22% +$487K 0.24% 77
2025
Q3 		$2.28M Buy
4,393
+11
+0.3% +$5.61K 0.22% 80
2025
Q2 		$2.18M Buy
4,382
+490
+13% +$213K 0.23% 77
2025
Q1 		$1.46M Buy
3,892
+1,017
+35% +$415K 0.17% 94
2024
Q4 		$1.21M Buy
2,875
+117
+4% +$49.8K 0.15% 103
2024
Q3 		$1.19M Buy
2,758
+153
+6% +$65.4K 0.14% 102
2024
Q2 		$1.16M Buy
2,605
+181
+7% +$76.4K 0.15% 89
2024
Q1 		$1.02M Sell
2,424
-543
-18% -$220K 0.14% 95
2023
Q4 		$1.12M Buy
2,967
+14
+0.5% +$4.98K 0.17% 63
2023
Q3 		$932K Buy
2,953
+644
+28% +$213K 0.16% 52
2023
Q2 		$786K Buy
2,309
+583
+34% +$183K 0.15% 66
2023
Q1 		$498K Buy
1,726
+831
+93% +$212K 0.11% 76
2022
Q4 		$215K Sell
895
-71
-7% -$17K 0.05% 148
2022
Q3 		$225K Sell
966
-152
-14% -$40.1K 0.06% 99
2022
Q2 		$287K Sell
1,118
-263
-19% -$71.4K 0.08% 47
2022
Q1 		$426K Sell
1,381
-56
-4% -$16.8K 0.12% 41
2021
Q4 		$483K Buy
1,437
+264
+23% +$85.6K 0.14% 26
2021
Q3 		$331K Buy
1,173
+374
+47% +$109K 0.1% 38
2021
Q2 		$217K Buy
+799
New +$203K 0.07% 72
2021
Q1 		– Sell
-399
Closed -$89K – 482
2020
Q4 		$89K Buy
+399
New +$85.8K 0.03% 143

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

Inspire Advisors's MSFT Position: Q1 2026 in Review

Inspire Advisors increased its Microsoft (MSFT) stake by 25% in Q1 2026, buying an estimated $556K and bringing the position to 6,693 shares worth $2.48M. The position accounts for 0.2% of the portfolio, ranked #85.

Inspire Advisors first reported a position in MSFT in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.59M in Q4 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Inspire Advisors held 6,693 shares of Microsoft worth $2.48M as of Q1 2026.
  • Inspire Advisors bought 1,329 Microsoft shares in Q1 2026, an estimated $556K.
  • Microsoft made up 0.2% of Inspire Advisors's portfolio in Q1 2026, its #85 holding.
  • Inspire Advisors first reported a position in Microsoft in Q4 2020 and has held it in 21 quarters since.
  • Inspire Advisors's Microsoft position peaked at $2.59M in Q4 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.