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MASECO Private Wealth’s Microsoft MSFT Stock Holding History

MASECO Private Wealth’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 		$1.15M Sell
3,115
-39
-1% -$16.3K 0.04% 59
2025
Q4 		$1.53M Buy
+3,154
New +$1.58M 0.07% 47
2025
Q3 		– Sell
-3,520
Closed -$1.75M – 420
2025
Q2 		$1.75M Buy
+3,520
New +$1.53M 0.07% 50

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

MASECO Private Wealth's MSFT Position: Q1 2026 in Review

MASECO Private Wealth reduced its Microsoft (MSFT) stake by 1.2% in Q1 2026, selling an estimated $16.3K and leaving 3,115 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #59.

MASECO Private Wealth first reported a position in MSFT in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.75M in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • MASECO Private Wealth held 3,115 shares of Microsoft worth $1.15M as of Q1 2026.
  • MASECO Private Wealth sold 39 Microsoft shares in Q1 2026, an estimated $16.3K.
  • Microsoft made up 0.04% of MASECO Private Wealth's portfolio in Q1 2026, its #59 holding.
  • MASECO Private Wealth first reported a position in Microsoft in Q2 2025 and has held it in 3 quarters since.
  • MASECO Private Wealth's Microsoft position peaked at $1.75M in Q2 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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