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Maridea Wealth Management’s Microsoft MSFT Stock Holding History

Maridea 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 		$3.57M Sell
9,657
-4,847
-33% -$2.03M 0.52% 46
2025
Q4 		$7.01M Buy
14,504
+285
+2% +$143K 1.05% 18
2025
Q3 		$7.35M Buy
14,219
+4,986
+54% +$2.54M 1.14% 18
2025
Q2 		$4.59M Buy
9,233
+3,669
+66% +$1.59M 1.2% 17
2025
Q1 		$2.09M Sell
5,564
-454
-8% -$185K 0.68% 31
2024
Q4 		$2.54M Buy
+6,018
New +$2.56M 0.82% 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

Maridea Wealth Management's MSFT Position: Q1 2026 in Review

Maridea Wealth Management reduced its Microsoft (MSFT) stake by 33% in Q1 2026, selling an estimated $2.03M and leaving 9,657 shares worth $3.57M. The position accounts for 0.52% of the portfolio, ranked #46.

Maridea Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.35M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Maridea Wealth Management held 9,657 shares of Microsoft worth $3.57M as of Q1 2026.
  • Maridea Wealth Management sold 4,847 Microsoft shares in Q1 2026, an estimated $2.03M.
  • Microsoft made up 0.52% of Maridea Wealth Management's portfolio in Q1 2026, its #46 holding.
  • Maridea Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Maridea Wealth Management's Microsoft position peaked at $7.35M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.