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Prosperity Wealth Management’s Microsoft MSFT Stock Holding History

Prosperity Wealth Management’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
2025
Q4 		$7.97M Sell
16,476
-713
-4% -$357K 2.65% 5
2025
Q3 		$8.9M Buy
17,189
+145
+0.9% +$74K 3.02% 5
2025
Q2 		$8.48M Sell
17,044
-1,070
-6% -$465K 3.14% 5
2025
Q1 		$6.8M Sell
18,114
-1,173
-6% -$478K 3.2% 5
2024
Q4 		$8.13M Sell
19,287
-1,166
-6% -$497K 3.34% 6
2024
Q3 		$8.8M Buy
20,453
+1,205
+6% +$515K 3.52% 7
2024
Q2 		$8.6M Buy
19,248
+559
+3% +$236K 4.23% 5
2024
Q1 		$7.86M Buy
18,689
+962
+5% +$389K 3.73% 6
2023
Q4 		$6.67M Sell
17,727
-2,672
-13% -$951K 4.33% 5
2023
Q3 		$6.44M Buy
20,399
+296
+1% +$97.8K 4.15% 5
2023
Q2 		$6.85M Sell
20,103
-65
-0.3% -$20.4K 4.43% 5
2023
Q1 		$5.81M Buy
20,168
+1,122
+6% +$286K 4.6% 4
2022
Q4 		$4.57M Buy
+19,046
New +$4.57M 4.3% 3

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Prosperity Wealth Management's MSFT Position: Q4 2025 in Review

Prosperity Wealth Management reduced its Microsoft (MSFT) stake by 4.1% in Q4 2025, selling an estimated $357K and leaving 16,476 shares worth $7.97M. The position accounts for 2.65% of the portfolio, ranked #5.

Prosperity Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 13 quarters since. The position peaked at $8.9M in Q3 2025. 6,290 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Prosperity Wealth Management held 16,476 shares of Microsoft worth $7.97M as of Q4 2025.
  • Prosperity Wealth Management sold 713 Microsoft shares in Q4 2025, an estimated $357K.
  • Microsoft made up 2.65% of Prosperity Wealth Management's portfolio in Q4 2025, its #5 holding.
  • Prosperity Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 13 quarters since.
  • Prosperity Wealth Management's Microsoft position peaked at $8.9M in Q3 2025.
  • 6,290 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.