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Prestige Wealth Management Group’s Microsoft MSFT Stock Holding History

Prestige Wealth Management Group’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 		$8.95M Sell
24,169
-733
-3% -$307K 1.76% 13
2025
Q4 		$12M Sell
24,902
-259
-1% -$130K 2.3% 10
2025
Q3 		$13M Buy
25,161
+256
+1% +$131K 2.51% 8
2025
Q2 		$12.4M Buy
24,905
+80
+0.3% +$34.7K 2.52% 11
2025
Q1 		$9.32M Sell
24,825
-1,725
-6% -$703K 1.99% 11
2024
Q4 		$11.2M Sell
26,550
-603
-2% -$257K 2.33% 11
2024
Q3 		$11.7M Sell
27,153
-760
-3% -$325K 2.42% 11
2024
Q2 		$12.5M Sell
27,913
-378
-1% -$160K 2.69% 11
2024
Q1 		$11.9M Sell
28,291
-1,878
-6% -$760K 2.56% 11
2023
Q4 		$11.3M Sell
30,169
-744
-2% -$265K 2.57% 12
2023
Q3 		$9.76M Buy
30,913
+298
+1% +$98.5K 2.41% 12
2023
Q2 		$10.4M Buy
30,615
+277
+0.9% +$86.8K 2.47% 12
2023
Q1 		$8.75M Sell
30,338
-10,217
-25% -$2.61M 2.2% 12
2022
Q4 		$9.73M Buy
40,555
+10,484
+35% +$2.52M 2.53% 11
2022
Q3 		$7M Buy
30,071
+276
+0.9% +$72.9K 1.97% 14
2022
Q2 		$7.65M Sell
29,795
-170
-0.6% -$46.1K 2.08% 12
2022
Q1 		$9.24M Sell
29,965
-142
-0.5% -$42.7K 2.27% 11
2021
Q4 		$10.1M Buy
30,107
+271
+0.9% +$87.9K 2.42% 10
2021
Q3 		$8.41M Buy
29,836
+2,963
+11% +$862K 2.15% 10
2021
Q2 		$7.28M Sell
26,873
-1,439
-5% -$366K 1.93% 12
2021
Q1 		$6.67M Buy
28,312
+755
+3% +$175K 1.83% 12
2020
Q4 		$6.13M Buy
27,557
+2,044
+8% +$440K 1.68% 15
2020
Q3 		$5.37M Buy
25,513
+1,358
+6% +$285K 1.62% 15
2020
Q2 		$4.92M Sell
24,155
-2,116
-8% -$384K 1.73% 12
2020
Q1 		$4.14M Buy
26,271
+4,203
+19% +$691K 1.75% 11
2019
Q4 		$3.48M Buy
22,068
+11
+0% +$1.62K 1.9% 9
2019
Q3 		$3.07M Buy
22,057
+374
+2% +$51.4K 1.8% 9
2019
Q2 		$2.9M Buy
21,683
+371
+2% +$47.1K 1.76% 11
2019
Q1 		$2.51M Sell
21,312
-3,000
-12% -$327K 1.54% 11
2018
Q4 		$2.47M Buy
+24,312
New +$2.6M 1.82% 12

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

Prestige Wealth Management Group's MSFT Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its Microsoft (MSFT) stake by 2.9% in Q1 2026, selling an estimated $307K and leaving 24,169 shares worth $8.95M. The position accounts for 1.76% of the portfolio, ranked #13.

Prestige Wealth Management Group first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $13M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Prestige Wealth Management Group held 24,169 shares of Microsoft worth $8.95M as of Q1 2026.
  • Prestige Wealth Management Group sold 733 Microsoft shares in Q1 2026, an estimated $307K.
  • Microsoft made up 1.76% of Prestige Wealth Management Group's portfolio in Q1 2026, its #13 holding.
  • Prestige Wealth Management Group first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's Microsoft position peaked at $13M in Q3 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.