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Monument Group Wealth Advisors’s Microsoft MSFT Stock Holding History

Monument Group 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 		$209K Sell
564
-621
-52% -$260K 0.12% 41
2025
Q4 		$573K Buy
1,185
+139
+13% +$69.7K 0.31% 18
2025
Q3 		$542K Sell
1,046
-299
-22% -$153K 0.32% 16
2025
Q2 		$669K Buy
1,345
+424
+46% +$184K 0.42% 15
2025
Q1 		$346K Sell
921
-56
-6% -$22.8K 0.24% 29
2024
Q4 		$412K Sell
977
-806
-45% -$343K 0.29% 23
2024
Q3 		$767K Sell
1,783
-66
-4% -$28.2K 0.46% 15
2024
Q2 		$826K Hold
1,849
– – 0.56% 14
2024
Q1 		$778K Sell
1,849
-216
-10% -$87.4K 0.58% 15
2023
Q4 		$777K Buy
+2,065
New +$735K 0.66% 13

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

Monument Group Wealth Advisors's MSFT Position: Q1 2026 in Review

Monument Group Wealth Advisors reduced its Microsoft (MSFT) stake by 52% in Q1 2026, selling an estimated $260K and leaving 564 shares worth $209K. The position accounts for 0.12% of the portfolio, ranked #41.

Monument Group Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $826K in Q2 2024. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Monument Group Wealth Advisors held 564 shares of Microsoft worth $209K as of Q1 2026.
  • Monument Group Wealth Advisors sold 621 Microsoft shares in Q1 2026, an estimated $260K.
  • Microsoft made up 0.12% of Monument Group Wealth Advisors's portfolio in Q1 2026, its #41 holding.
  • Monument Group Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Monument Group Wealth Advisors's Microsoft position peaked at $826K in Q2 2024.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.