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Integrity Wealth Advisors’s Microsoft MSFT Stock Holding History

Integrity Wealth 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 		$1.03M Buy
2,782
+649
+30% +$272K 0.61% 31
2025
Q4 		$1.03M Sell
2,133
-3,720
-64% -$1.86M 0.7% 29
2025
Q3 		$2.98M Buy
5,853
+2,620
+81% +$1.34M 1.07% 16
2025
Q2 		$1.61M Buy
3,233
+1,058
+49% +$459K 1.12% 17
2025
Q1 		$816K Sell
2,175
-199
-8% -$81.1K 0.6% 22
2024
Q4 		$1M Buy
+2,374
New +$1.01M 0.73% 20

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

Integrity Wealth Advisors's MSFT Position: Q1 2026 in Review

Integrity Wealth Advisors increased its Microsoft (MSFT) stake by 30% in Q1 2026, buying an estimated $272K and bringing the position to 2,782 shares worth $1.03M. The position accounts for 0.61% of the portfolio, ranked #31.

Integrity Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.98M in Q3 2025. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Integrity Wealth Advisors held 2,782 shares of Microsoft worth $1.03M as of Q1 2026.
  • Integrity Wealth Advisors bought 649 Microsoft shares in Q1 2026, an estimated $272K.
  • Microsoft made up 0.61% of Integrity Wealth Advisors's portfolio in Q1 2026, its #31 holding.
  • Integrity Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Integrity Wealth Advisors's Microsoft position peaked at $2.98M in Q3 2025.
  • 6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Integrity Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.