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Prosperity Financial Group’s Microsoft MSFT Stock Holding History

Prosperity Financial 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
2024
Q4 		– Sell
-500
Closed -$215K – 187
2024
Q3 		$215K Buy
+500
New +$214K 0.12% 139

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

Prosperity Financial Group's MSFT Position: Q1 2026 in Review

Prosperity Financial Group increased its Microsoft (MSFT) stake by 2.3% in Q1 2026, buying an estimated $185K and bringing the position to 19,684 shares worth $7.29M. The position accounts for 2.69% of the portfolio, ranked #3.

Prosperity Financial Group first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.71M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Prosperity Financial Group held 19,684 shares of Microsoft worth $7.29M as of Q1 2026.
  • Prosperity Financial Group bought 441 Microsoft shares in Q1 2026, an estimated $185K.
  • Microsoft made up 2.69% of Prosperity Financial Group's portfolio in Q1 2026, its #3 holding.
  • Prosperity Financial Group first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Prosperity Financial Group's Microsoft position peaked at $9.71M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.