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Mirabella Financial Services’s Microsoft MSFT Stock Holding History

Mirabella Financial Services’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 		$364K Sell
984
-7,514
-88% -$3.14M 0.03% 383
2025
Q4 		$4.11M Sell
8,498
-58,100
-87% -$29.1M 0.38% 46
2025
Q3 		$34.4M Buy
66,598
+30,303
+83% +$15.5M 2.98% 3
2025
Q2 		$18.1M Sell
36,295
-674,224
-95% -$293M 1.86% 10
2025
Q1 		$267M Buy
710,519
+607,067
+587% +$248M 5.39% 2
2024
Q4 		$43.6M Buy
103,452
+88,753
+604% +$37.8M 3.97% 2
2024
Q3 		$6.2M Buy
14,699
+4,455
+43% +$1.9M 0.34% 49
2024
Q2 		$4.58M Sell
10,244
-2,512
-20% -$1.06M 0.33% 45
2024
Q1 		$5.37M Sell
12,756
-37,962
-75% -$15.4M 0.39% 50
2023
Q4 		$19.1M Buy
50,718
+33,297
+191% +$11.9M 2.54% 2
2023
Q3 		$5.5M Sell
17,421
-7,099
-29% -$2.35M 0.76% 44
2023
Q2 		$8.35M Buy
24,520
+16,074
+190% +$5.04M 0.92% 21
2023
Q1 		$2.43M Buy
8,446
+4,242
+101% +$1.08M 0.37% 68
2022
Q4 		$1.01M Sell
4,204
-5,856
-58% -$1.41M 0.09% 138
2022
Q3 		$2.39M Sell
10,060
-2,529
-20% -$668K 0.25% 62
2022
Q2 		$3.23M Buy
12,589
+11,431
+987% +$3.1M 0.32% 63
2022
Q1 		$357K Sell
1,158
-8,983
-89% -$2.7M 0.04% 302
2021
Q4 		$3.41M Buy
10,141
+4,594
+83% +$1.49M 0.35% 70
2021
Q3 		$1.56M Buy
5,547
+4,654
+521% +$1.35M 0.21% 119
2021
Q2 		$242K Sell
893
-14,452
-94% -$3.67M 0.04% 243
2021
Q1 		$3.62M Sell
15,345
-13,255
-46% -$3.08M 1.12% 24
2020
Q4 		$6.36M Buy
28,600
+26,375
+1,185% +$5.67M 0.79% 46
2020
Q3 		$468K Sell
2,225
-1,661
-43% -$349K 0.06% 148
2020
Q2 		$791K Sell
3,886
-25,348
-87% -$4.6M 0.19% 69
2020
Q1 		$4.61M Sell
29,234
-14,766
-34% -$2.43M 2.66% 13
2019
Q4 		$6.94M Buy
+44,000
New +$6.46M 1.25% 19

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

Mirabella Financial Services's MSFT Position: Q1 2026 in Review

Mirabella Financial Services reduced its Microsoft (MSFT) stake by 88% in Q1 2026, selling an estimated $3.14M and leaving 984 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #383.

Mirabella Financial Services first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $267M in Q1 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Mirabella Financial Services held 984 shares of Microsoft worth $364K as of Q1 2026.
  • Mirabella Financial Services sold 7,514 Microsoft shares in Q1 2026, an estimated $3.14M.
  • Microsoft made up 0.03% of Mirabella Financial Services's portfolio in Q1 2026, its #383 holding.
  • Mirabella Financial Services first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Mirabella Financial Services's Microsoft position peaked at $267M in Q1 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.