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Prosperitas Financial’s Microsoft MSFT Stock Holding History

Prosperitas Financial’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 		$8.01M Buy
21,628
+502
+2% +$210K 2.98% 14
2025
Q4 		$10.2M Buy
21,126
+641
+3% +$321K 3.97% 10
2025
Q3 		$10.6M Buy
20,485
+945
+5% +$482K 4.4% 8
2025
Q2 		$9.72M Buy
19,540
+861
+5% +$374K 4.57% 8
2025
Q1 		$7.01M Buy
18,679
+257
+1% +$105K 3.63% 11
2024
Q4 		$7.77M Buy
18,422
+4,785
+35% +$2.04M 3.93% 10
2024
Q3 		$5.87M Buy
13,637
+2,714
+25% +$1.16M 3.16% 12
2024
Q2 		$4.88M Sell
10,923
-11
-0.1% -$4.65K 2.98% 12
2024
Q1 		$4.6M Buy
10,934
+868
+9% +$351K 2.95% 11
2023
Q4 		$3.78M Buy
10,066
+957
+11% +$341K 2.79% 11
2023
Q3 		$2.88M Buy
+9,109
New +$3.01M 2.23% 15

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

Prosperitas Financial's MSFT Position: Q1 2026 in Review

Prosperitas Financial increased its Microsoft (MSFT) stake by 2.4% in Q1 2026, buying an estimated $210K and bringing the position to 21,628 shares worth $8.01M. The position accounts for 2.98% of the portfolio, ranked #14.

Prosperitas Financial first reported a position in MSFT in Q3 2023 and has held it in 11 quarters since. The position peaked at $10.6M in Q3 2025. 6,199 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Prosperitas Financial held 21,628 shares of Microsoft worth $8.01M as of Q1 2026.
  • Prosperitas Financial bought 502 Microsoft shares in Q1 2026, an estimated $210K.
  • Microsoft made up 2.98% of Prosperitas Financial's portfolio in Q1 2026, its #14 holding.
  • Prosperitas Financial first reported a position in Microsoft in Q3 2023 and has held it in 11 quarters since.
  • Prosperitas Financial's Microsoft position peaked at $10.6M in Q3 2025.
  • 6,199 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.