MCWA
MSFT icon

Meadow Creek Wealth Advisors’s Microsoft MSFT Stock Holding History

Meadow Creek 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 		$4.14M Sell
11,176
-1,073
-9% -$449K 2.68% 8
2025
Q4 		$5.92M Sell
12,249
-235
-2% -$118K 3.79% 5
2025
Q3 		$6.39M Buy
12,484
+178
+1% +$90.8K 4.24% 5
2025
Q2 		$6.12M Buy
12,306
+527
+4% +$229K 4.13% 5
2025
Q1 		$4.42M Buy
11,779
+7
+0.1% +$2.85K 3.3% 4
2024
Q4 		$4.96M Sell
11,772
-620
-5% -$264K 3.57% 6
2024
Q3 		$5.33M Buy
12,392
+939
+8% +$401K 4.23% 3
2024
Q2 		$5.12M Buy
11,453
+566
+5% +$239K 4.84% 4
2024
Q1 		$4.58M Buy
10,887
+257
+2% +$104K 3.19% 4
2023
Q4 		$4M Buy
+10,630
New +$3.78M 3.89% 3
2022
Q3 		$2.61M Sell
11,217
-63
-0.6% -$16.6K 3.45% 3
2022
Q2 		$2.9M Sell
11,280
-255
-2% -$69.2K 3.56% 2
2022
Q1 		$3.56M Sell
11,535
-2,957
-20% -$890K 3.86% 2
2021
Q4 		$4.87M Buy
+14,492
New +$4.7M 4.6% 2
2019
Q4 		$1.46M Buy
+19,201
New +$2.82M 2.02% 4

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

Meadow Creek Wealth Advisors's MSFT Position: Q1 2026 in Review

Meadow Creek Wealth Advisors reduced its Microsoft (MSFT) stake by 8.8% in Q1 2026, selling an estimated $449K and leaving 11,176 shares worth $4.14M. The position accounts for 2.68% of the portfolio, ranked #8.

Meadow Creek Wealth Advisors first reported a position in MSFT in Q4 2019 and has held it in 15 quarters since. The position peaked at $6.39M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Meadow Creek Wealth Advisors held 11,176 shares of Microsoft worth $4.14M as of Q1 2026.
  • Meadow Creek Wealth Advisors sold 1,073 Microsoft shares in Q1 2026, an estimated $449K.
  • Microsoft made up 2.68% of Meadow Creek Wealth Advisors's portfolio in Q1 2026, its #8 holding.
  • Meadow Creek Wealth Advisors first reported a position in Microsoft in Q4 2019 and has held it in 15 quarters since.
  • Meadow Creek Wealth Advisors's Microsoft position peaked at $6.39M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.