NW
MSFT icon

Naviter Wealth’s Microsoft MSFT Stock Holding History

Naviter 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 		$17.3M Buy
46,867
+1,125
+2% +$471K 2.17% 9
2025
Q4 		$22.1M Sell
45,742
-5,313
-10% -$2.66M 2.88% 8
2025
Q3 		$26.4M Buy
51,055
+2,876
+6% +$1.47M 3.08% 7
2025
Q2 		$24M Sell
48,179
-7,031
-13% -$3.05M 2.95% 5
2025
Q1 		$20.9M Sell
55,210
-2,080
-4% -$848K 2.53% 5
2024
Q4 		$24.1M Buy
57,290
+11,954
+26% +$5.09M 2.91% 4
2024
Q3 		$19.5M Buy
45,336
+752
+2% +$321K 2.72% 5
2024
Q2 		$19.9M Buy
44,584
+3,378
+8% +$1.43M 2.97% 5
2024
Q1 		$17.3M Buy
41,206
+8,442
+26% +$3.42M 2.84% 4
2023
Q4 		$12.3M Buy
32,764
+6,189
+23% +$2.2M 2.48% 8
2023
Q3 		$8.39M Sell
26,575
-173
-0.6% -$57.2K 2.03% 9
2023
Q2 		$9.11M Buy
26,748
+2,746
+11% +$861K 2.32% 9
2023
Q1 		$6.92M Buy
24,002
+6,227
+35% +$1.59M 2.42% 8
2022
Q4 		$4.3M Sell
17,775
-6,625
-27% -$1.59M 1.18% 17
2022
Q3 		$5.68M Buy
24,400
+2,026
+9% +$535K 2.32% 10
2022
Q2 		$5.75M Buy
22,374
+9,434
+73% +$2.56M 2.36% 8
2022
Q1 		$3.99M Buy
12,940
+398
+3% +$120K 1.33% 22
2021
Q4 		$4.22M Buy
+12,542
New +$4.07M 1.26% 25

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

Naviter Wealth's MSFT Position: Q1 2026 in Review

Naviter Wealth increased its Microsoft (MSFT) stake by 2.5% in Q1 2026, buying an estimated $471K and bringing the position to 46,867 shares worth $17.3M. The position accounts for 2.17% of the portfolio, ranked #9.

Naviter Wealth first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $26.4M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Naviter Wealth held 46,867 shares of Microsoft worth $17.3M as of Q1 2026.
  • Naviter Wealth bought 1,125 Microsoft shares in Q1 2026, an estimated $471K.
  • Microsoft made up 2.17% of Naviter Wealth's portfolio in Q1 2026, its #9 holding.
  • Naviter Wealth first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Naviter Wealth's Microsoft position peaked at $26.4M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.