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MGO Private Wealth’s Microsoft MSFT Stock Holding History

MGO 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 		– Sell
-2,544
Closed -$1.23M – 46
2025
Q4 		$1.23M Sell
2,544
-110
-4% -$55.1K 0.76% 28
2025
Q3 		$1.37M Sell
2,654
-19
-0.7% -$9.69K 0.82% 26
2025
Q2 		$1.33M Buy
2,673
+6
+0.2% +$2.61K 0.85% 27
2025
Q1 		$1M Sell
2,667
-126
-5% -$51.4K 0.71% 30
2024
Q4 		$1.18M Sell
2,793
-430
-13% -$183K 0.84% 27
2024
Q3 		$1.39M Sell
3,223
-1,832
-36% -$783K 0.99% 22
2024
Q2 		$2.26M Buy
5,055
+15
+0.3% +$6.33K 1.42% 17
2024
Q1 		$2.12M Buy
5,040
+704
+16% +$285K 1.33% 18
2023
Q4 		$1.63M Sell
4,336
-9
-0.2% -$3.2K 1.12% 21
2023
Q3 		$1.37M Buy
4,345
+404
+10% +$133K 1.02% 21
2023
Q2 		$1.34M Sell
3,941
-509
-11% -$160K 1.01% 24
2023
Q1 		$1.28M Sell
4,450
-2,425
-35% -$619K 1.01% 26
2022
Q4 		$1.65M Sell
6,875
-64
-0.9% -$15.4K 0.75% 33
2022
Q3 		$1.62M Buy
+6,939
New +$1.83M 0.77% 28

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

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

MGO Private Wealth sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 2,544 shares — an estimated $1.23M sold.

MGO Private Wealth first reported a position in MSFT in Q3 2022 and held it in 14 quarters. The position peaked at $2.26M in Q2 2024. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • MGO Private Wealth reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • MGO Private Wealth sold 2,544 Microsoft shares in Q1 2026, an estimated $1.23M.
  • MGO Private Wealth first reported a position in Microsoft in Q3 2022 and held it in 14 quarters.
  • MGO Private Wealth's Microsoft position peaked at $2.26M in Q2 2024.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.