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Parkwoods Wealth Partners’s Microsoft MSFT Stock Holding History

Parkwoods Wealth Partners’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 		$1.93M Buy
5,221
+246
+5% +$103K 0.47% 29
2025
Q4 		$2.41M Sell
4,975
-101
-2% -$50.6K 0.71% 22
2025
Q3 		$2.63M Buy
5,076
+1,167
+30% +$595K 0.9% 15
2025
Q2 		$1.94M Buy
3,909
+403
+11% +$175K 1.12% 10
2025
Q1 		$1.32M Buy
3,506
+32
+0.9% +$13K 0.89% 10
2024
Q4 		$1.46M Sell
3,474
-37
-1% -$15.8K 1.16% 6
2024
Q3 		$1.51M Buy
+3,511
New +$1.5M 1.24% 6

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

Parkwoods Wealth Partners's MSFT Position: Q1 2026 in Review

Parkwoods Wealth Partners increased its Microsoft (MSFT) stake by 4.9% in Q1 2026, buying an estimated $103K and bringing the position to 5,221 shares worth $1.93M. The position accounts for 0.47% of the portfolio, ranked #29.

Parkwoods Wealth Partners first reported a position in MSFT in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.63M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Parkwoods Wealth Partners held 5,221 shares of Microsoft worth $1.93M as of Q1 2026.
  • Parkwoods Wealth Partners bought 246 Microsoft shares in Q1 2026, an estimated $103K.
  • Microsoft made up 0.47% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #29 holding.
  • Parkwoods Wealth Partners first reported a position in Microsoft in Q3 2024 and has held it in 7 quarters since.
  • Parkwoods Wealth Partners's Microsoft position peaked at $2.63M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.