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Prospect Financial Services’s Microsoft MSFT Stock Holding History

Prospect Financial Services’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 		$1.65M Buy
4,447
+239
+6% +$100K 1.01% 27
2025
Q4 		$2.04M Sell
4,208
-252
-6% -$126K 1.17% 24
2025
Q3 		$2.31M Buy
4,460
+164
+4% +$83.7K 1.33% 22
2025
Q2 		$2.14M Sell
4,296
-4,926
-53% -$2.14M 1.33% 22
2025
Q1 		$3.46M Sell
9,222
-264
-3% -$108K 1.92% 17
2024
Q4 		$4M Buy
9,486
+91
+1% +$38.8K 2.18% 16
2024
Q3 		$4.04M Buy
9,395
+3,050
+48% +$1.3M 2.51% 14
2024
Q2 		$2.84M Buy
6,345
+638
+11% +$269K 2.18% 16
2024
Q1 		$2.4M Buy
5,707
+1,004
+21% +$406K 1.98% 17
2023
Q4 		$1.77M Buy
+4,703
New +$1.67M 1.78% 17

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

Prospect Financial Services's MSFT Position: Q1 2026 in Review

Prospect Financial Services increased its Microsoft (MSFT) stake by 5.7% in Q1 2026, buying an estimated $100K and bringing the position to 4,447 shares worth $1.65M. The position accounts for 1.01% of the portfolio, ranked #27.

Prospect Financial Services first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.04M in Q3 2024. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Prospect Financial Services held 4,447 shares of Microsoft worth $1.65M as of Q1 2026.
  • Prospect Financial Services bought 239 Microsoft shares in Q1 2026, an estimated $100K.
  • Microsoft made up 1.01% of Prospect Financial Services's portfolio in Q1 2026, its #27 holding.
  • Prospect Financial Services first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Prospect Financial Services's Microsoft position peaked at $4.04M in Q3 2024.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Prospect Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.