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Prevail Innovative Wealth Advisors’s Microsoft MSFT Stock Holding History

Prevail Innovative 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 		$10.6M Buy
28,587
+14,619
+105% +$6.12M 1.78% 4
2025
Q4 		$6.76M Buy
13,968
+2,708
+24% +$1.36M 1.21% 16
2025
Q3 		$5.83M Sell
11,260
-1,916
-15% -$977K 1.13% 20
2025
Q2 		$6.55M Sell
13,176
-97
-0.7% -$42.1K 1.47% 10
2025
Q1 		$4.98M Buy
13,273
+2,418
+22% +$986K 1.33% 21
2024
Q4 		$4.58M Buy
10,855
+1,838
+20% +$783K 1.32% 20
2024
Q3 		$3.88M Buy
9,017
+6,847
+316% +$2.93M 1.18% 23
2024
Q2 		$970K Buy
2,170
+165
+8% +$69.7K 0.34% 91
2024
Q1 		$844K Sell
2,005
-8,174
-80% -$3.31M 0.31% 102
2023
Q4 		$3.83M Buy
10,179
+1,112
+12% +$396K 1.83% 9
2023
Q3 		$2.86M Buy
9,067
+7,360
+431% +$2.43M 1.49% 19
2023
Q2 		$581K Buy
+1,707
New +$535K 0.32% 69

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

Prevail Innovative Wealth Advisors's MSFT Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors increased its Microsoft (MSFT) stake by 105% in Q1 2026, buying an estimated $6.12M and bringing the position to 28,587 shares worth $10.6M. The position accounts for 1.78% of the portfolio, ranked #4.

Prevail Innovative Wealth Advisors first reported a position in MSFT in Q2 2023 and has held it in 12 quarters since. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Prevail Innovative Wealth Advisors held 28,587 shares of Microsoft worth $10.6M as of Q1 2026.
  • Prevail Innovative Wealth Advisors bought 14,619 Microsoft shares in Q1 2026, an estimated $6.12M.
  • Microsoft made up 1.78% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #4 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Microsoft in Q2 2023 and has held it in 12 quarters since.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.