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KFA Private Wealth Group’s Microsoft MSFT Stock Holding History

KFA Private Wealth Group’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 		$2.17M Sell
5,858
-1,641
-22% -$687K 0.52% 31
2025
Q4 		$3.63M Buy
7,499
+1,856
+33% +$930K 0.88% 22
2025
Q3 		$2.92M Sell
5,643
-421
-7% -$215K 0.83% 24
2025
Q2 		$3.02M Buy
6,064
+776
+15% +$337K 0.93% 22
2025
Q1 		$1.98M Buy
5,288
+568
+12% +$232K 0.69% 26
2024
Q4 		$1.99M Buy
4,720
+468
+11% +$199K 0.83% 25
2024
Q3 		$1.83M Sell
4,252
-34
-0.8% -$14.5K 0.87% 25
2024
Q2 		$1.92M Sell
4,286
-3,672
-46% -$1.55M 0.99% 24
2024
Q1 		$3.35M Buy
7,958
+366
+5% +$148K 1.04% 17
2023
Q4 		$2.85M Buy
7,592
+550
+8% +$196K 1.02% 17
2023
Q3 		$2.22M Buy
7,042
+284
+4% +$93.8K 0.92% 18
2023
Q2 		$2.3M Buy
6,758
+372
+6% +$117K 0.95% 18
2023
Q1 		$1.84M Sell
6,386
-351
-5% -$89.5K 0.84% 19
2022
Q4 		$1.62M Sell
6,737
-47
-0.7% -$11.3K 0.82% 20
2022
Q3 		$1.58M Buy
6,784
+14
+0.2% +$3.7K 0.84% 21
2022
Q2 		$1.74M Buy
6,770
+14
+0.2% +$3.8K 0.96% 19
2022
Q1 		$2.08M Buy
6,756
+674
+11% +$203K 1.04% 19
2021
Q4 		$2.04M Buy
6,082
+44
+0.7% +$14.3K 1.02% 18
2021
Q3 		$1.7M Sell
6,038
-268
-4% -$78K 0.93% 20
2021
Q2 		$1.71M Sell
6,306
-282
-4% -$71.7K 0.93% 20
2021
Q1 		$1.55M Buy
6,588
+759
+13% +$176K 0.91% 20
2020
Q4 		$1.3M Buy
5,829
+108
+2% +$23.2K 0.82% 23
2020
Q3 		$1.2M Buy
5,721
+840
+17% +$176K 0.9% 20
2020
Q2 		$993K Sell
4,881
-631
-11% -$115K 0.95% 19
2020
Q1 		$869K Buy
5,512
+278
+5% +$45.7K 1.03% 15
2019
Q4 		$825K Buy
+5,234
New +$769K 0.76% 17

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

KFA Private Wealth Group's MSFT Position: Q1 2026 in Review

KFA Private Wealth Group reduced its Microsoft (MSFT) stake by 22% in Q1 2026, selling an estimated $687K and leaving 5,858 shares worth $2.17M. The position accounts for 0.52% of the portfolio, ranked #31.

KFA Private Wealth Group first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.63M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • KFA Private Wealth Group held 5,858 shares of Microsoft worth $2.17M as of Q1 2026.
  • KFA Private Wealth Group sold 1,641 Microsoft shares in Q1 2026, an estimated $687K.
  • Microsoft made up 0.52% of KFA Private Wealth Group's portfolio in Q1 2026, its #31 holding.
  • KFA Private Wealth Group first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • KFA Private Wealth Group's Microsoft position peaked at $3.63M in Q4 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.