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Merkkuri Wealth Advisors’s Microsoft MSFT Stock Holding History

Merkkuri 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 		$549K Buy
1,483
+70
+5% +$29.3K 0.36% 53
2025
Q4 		$683K Buy
1,413
+77
+6% +$38.6K 0.47% 49
2025
Q3 		$692K Buy
1,336
+57
+4% +$29.1K 0.5% 46
2025
Q2 		$636K Sell
1,279
-148
-10% -$64.3K 0.48% 46
2025
Q1 		$536K Sell
1,427
-760
-35% -$310K 0.46% 52
2024
Q4 		$922K Sell
2,187
-46
-2% -$19.6K 0.73% 37
2024
Q3 		$961K Buy
2,233
+270
+14% +$115K 0.76% 37
2024
Q2 		$878K Buy
+1,963
New +$829K 0.81% 36

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

Merkkuri Wealth Advisors's MSFT Position: Q1 2026 in Review

Merkkuri Wealth Advisors increased its Microsoft (MSFT) stake by 5% in Q1 2026, buying an estimated $29.3K and bringing the position to 1,483 shares worth $549K. The position accounts for 0.36% of the portfolio, ranked #53.

Merkkuri Wealth Advisors first reported a position in MSFT in Q2 2024 and has held it in 8 quarters since. The position peaked at $961K in Q3 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Merkkuri Wealth Advisors held 1,483 shares of Microsoft worth $549K as of Q1 2026.
  • Merkkuri Wealth Advisors bought 70 Microsoft shares in Q1 2026, an estimated $29.3K.
  • Microsoft made up 0.36% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #53 holding.
  • Merkkuri Wealth Advisors first reported a position in Microsoft in Q2 2024 and has held it in 8 quarters since.
  • Merkkuri Wealth Advisors's Microsoft position peaked at $961K in Q3 2024.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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