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Mascagni Wealth Management’s Microsoft MSFT Stock Holding History

Mascagni 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 		$3.46M Buy
9,355
+569
+6% +$238K 2.47% 9
2025
Q4 		$4.25M Buy
8,786
+88
+1% +$44.1K 3.17% 7
2025
Q3 		$4.5M Buy
8,698
+86
+1% +$43.9K 3.48% 7
2025
Q2 		$4.28M Buy
8,612
+79
+0.9% +$34.3K 3.65% 5
2025
Q1 		$3.2M Hold
8,533
– – 3.19% 5
2024
Q4 		$3.2M Buy
+8,533
New +$3.63M 3.19% 5

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

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

Mascagni Wealth Management increased its Microsoft (MSFT) stake by 6.5% in Q1 2026, buying an estimated $238K and bringing the position to 9,355 shares worth $3.46M. The position accounts for 2.47% of the portfolio, ranked #9.

Mascagni Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.5M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Mascagni Wealth Management held 9,355 shares of Microsoft worth $3.46M as of Q1 2026.
  • Mascagni Wealth Management bought 569 Microsoft shares in Q1 2026, an estimated $238K.
  • Microsoft made up 2.47% of Mascagni Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Mascagni Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Mascagni Wealth Management's Microsoft position peaked at $4.5M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Mascagni Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.