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Phoenix Wealth Advisors’s Microsoft MSFT Stock Holding History

Phoenix 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 		$7.33M Sell
19,790
-473
-2% -$198K 2.89% 8
2025
Q4 		$9.8M Sell
20,263
-123
-0.6% -$61.6K 3.77% 4
2025
Q3 		$10.6M Buy
20,386
+876
+4% +$447K 4.06% 4
2025
Q2 		$9.7M Sell
19,510
-350
-2% -$152K 4.06% 4
2025
Q1 		$7.46M Sell
19,860
-90
-0.5% -$36.7K 3.25% 8
2024
Q4 		$8.41M Sell
19,950
-1,320
-6% -$562K 3.65% 3
2024
Q3 		$9.15M Sell
21,270
-408
-2% -$174K 4.25% 3
2024
Q2 		$9.69M Buy
21,678
+169
+0.8% +$71.4K 4.86% 3
2024
Q1 		$9.05M Buy
21,509
+3,644
+20% +$1.48M 5.51% 1
2023
Q4 		$6.63M Buy
17,865
+123
+0.7% +$43.8K 4.61% 2
2023
Q3 		$5.6M Buy
17,742
+147
+0.8% +$48.6K 3.29% 4
2023
Q2 		$5.99M Sell
17,595
-332
-2% -$104K 3.49% 4
2023
Q1 		$5.17M Sell
17,927
-67
-0.4% -$17.1K 3.2% 4
2022
Q4 		$4.32M Buy
17,994
+675
+4% +$162K 2.6% 4
2022
Q3 		$4.03M Buy
17,319
+33
+0.2% +$8.71K 4.04% 2
2022
Q2 		$4.44M Buy
17,286
+343
+2% +$93.1K 4.38% 2
2022
Q1 		$5.07M Buy
16,943
+472
+3% +$142K 5.24% 2
2021
Q4 		$5.54M Buy
16,471
+723
+5% +$234K 4.18% 2
2021
Q3 		$4.44M Sell
15,748
-5,235
-25% -$1.52M 3.32% 2
2021
Q2 		$5.83M Buy
20,983
+233
+1% +$59.2K 4.2% 2
2021
Q1 		$5.03M Sell
20,750
-67
-0.3% -$15.5K 3.91% 1
2020
Q4 		$4.63M Buy
+20,817
New +$4.48M 3.52% 3

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

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

Phoenix Wealth Advisors reduced its Microsoft (MSFT) stake by 2.3% in Q1 2026, selling an estimated $198K and leaving 19,790 shares worth $7.33M. The position accounts for 2.89% of the portfolio, ranked #8.

Phoenix Wealth Advisors first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.6M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Phoenix Wealth Advisors held 19,790 shares of Microsoft worth $7.33M as of Q1 2026.
  • Phoenix Wealth Advisors sold 473 Microsoft shares in Q1 2026, an estimated $198K.
  • Microsoft made up 2.89% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #8 holding.
  • Phoenix Wealth Advisors first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Phoenix Wealth Advisors's Microsoft position peaked at $10.6M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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