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Proactive Wealth Strategies’s Microsoft MSFT Stock Holding History

Proactive Wealth Strategies’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 		$8.51M Buy
22,988
+12,521
+120% +$5.24M 1.6% 14
2025
Q4 		$5.06M Buy
10,467
+1,142
+12% +$572K 2.01% 8
2025
Q3 		$4.83M Buy
9,325
+237
+3% +$121K 2.08% 8
2025
Q2 		$4.52M Sell
9,088
-46
-0.5% -$20K 2.13% 7
2025
Q1 		$3.43M Buy
9,134
+32
+0.4% +$13K 1.83% 13
2024
Q4 		$3.84M Buy
9,102
+341
+4% +$145K 2% 11
2024
Q3 		$3.77M Buy
+8,761
New +$3.75M 2.09% 9

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Proactive Wealth Strategies's MSFT Position: Q1 2026 in Review

Proactive Wealth Strategies increased its Microsoft (MSFT) stake by 120% in Q1 2026, buying an estimated $5.24M and bringing the position to 22,988 shares worth $8.51M. The position accounts for 1.6% of the portfolio, ranked #14.

Proactive Wealth Strategies first reported a position in MSFT in Q3 2024 and has held it in 7 quarters since. 6,195 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Proactive Wealth Strategies held 22,988 shares of Microsoft worth $8.51M as of Q1 2026.
  • Proactive Wealth Strategies bought 12,521 Microsoft shares in Q1 2026, an estimated $5.24M.
  • Microsoft made up 1.6% of Proactive Wealth Strategies's portfolio in Q1 2026, its #14 holding.
  • Proactive Wealth Strategies first reported a position in Microsoft in Q3 2024 and has held it in 7 quarters since.
  • 6,195 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Proactive Wealth Strategies's 13F filing for Q1 2026, filed 29 Apr 2026.