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Monograph Wealth Advisors’s Microsoft MSFT Stock Holding History

Monograph 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 		$5.65M Sell
15,266
-10,276
-40% -$4.3M 0.54% 26
2025
Q4 		$12.4M Sell
25,542
-593
-2% -$297K 1.21% 14
2025
Q3 		$13.5M Buy
26,135
+14,028
+116% +$7.16M 1.37% 13
2025
Q2 		$6.02M Buy
12,107
+851
+8% +$370K 0.74% 19
2025
Q1 		$4.23M Sell
11,256
-8,298
-42% -$3.38M 0.58% 22
2024
Q4 		$8.24M Sell
19,554
-5,950
-23% -$2.53M 1.09% 17
2024
Q3 		$11M Sell
25,504
-372
-1% -$159K 1.43% 11
2024
Q2 		$11.6M Buy
25,876
+3,775
+17% +$1.59M 1.69% 10
2024
Q1 		$9.3M Buy
22,101
+6,388
+41% +$2.59M 1.37% 12
2023
Q4 		$5.91M Buy
15,713
+2,943
+23% +$1.05M 1.06% 14
2023
Q3 		$4.03M Hold
12,770
– – 0.8% 15
2023
Q2 		$4.35M Buy
12,770
+10,342
+426% +$3.24M 0.93% 13
2023
Q1 		$700K Sell
2,428
-850
-26% -$217K 0.16% 37
2022
Q4 		$786K Buy
3,278
+516
+19% +$124K 0.21% 37
2022
Q3 		$643K Buy
2,762
+4
+0.1% +$1.06K 0.21% 34
2022
Q2 		$708K Sell
2,758
-1,193
-30% -$324K 0.21% 35
2022
Q1 		$1.22M Buy
3,951
+80
+2% +$24.1K 0.31% 28
2021
Q4 		$1.3M Buy
+3,871
New +$1.26M 0.33% 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

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

Monograph Wealth Advisors reduced its Microsoft (MSFT) stake by 40% in Q1 2026, selling an estimated $4.3M and leaving 15,266 shares worth $5.65M. The position accounts for 0.54% of the portfolio, ranked #26.

Monograph Wealth Advisors first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.5M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Monograph Wealth Advisors held 15,266 shares of Microsoft worth $5.65M as of Q1 2026.
  • Monograph Wealth Advisors sold 10,276 Microsoft shares in Q1 2026, an estimated $4.3M.
  • Microsoft made up 0.54% of Monograph Wealth Advisors's portfolio in Q1 2026, its #26 holding.
  • Monograph Wealth Advisors first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Monograph Wealth Advisors's Microsoft position peaked at $13.5M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.