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Potentia Wealth’s Microsoft MSFT Stock Holding History

Potentia 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 		$1.61M Sell
4,351
-12,866
-75% -$5.38M 0.62% 26
2025
Q4 		$8.33M Buy
17,217
+374
+2% +$187K 3.05% 9
2025
Q3 		$8.72M Sell
16,843
-703
-4% -$359K 3.33% 6
2025
Q2 		$8.73M Buy
17,546
+316
+2% +$137K 4.97% 4
2025
Q1 		$6.47M Buy
17,230
+484
+3% +$197K 3.03% 9
2024
Q4 		$7.06M Buy
+16,746
New +$7.13M 3.14% 7

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

Potentia Wealth's MSFT Position: Q1 2026 in Review

Potentia Wealth reduced its Microsoft (MSFT) stake by 75% in Q1 2026, selling an estimated $5.38M and leaving 4,351 shares worth $1.61M. The position accounts for 0.62% of the portfolio, ranked #26.

Potentia Wealth first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.73M in Q2 2025. 6,191 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Potentia Wealth held 4,351 shares of Microsoft worth $1.61M as of Q1 2026.
  • Potentia Wealth sold 12,866 Microsoft shares in Q1 2026, an estimated $5.38M.
  • Microsoft made up 0.62% of Potentia Wealth's portfolio in Q1 2026, its #26 holding.
  • Potentia Wealth first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Potentia Wealth's Microsoft position peaked at $8.73M in Q2 2025.
  • 6,191 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.