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PUREfi Wealth’s Microsoft MSFT Stock Holding History

PUREfi Wealth’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 		$4.96M Buy
13,408
+3,094
+30% +$1.29M 3.25% 5
2025
Q4 		$4.99M Sell
10,314
-471
-4% -$236K 3.82% 3
2025
Q3 		$5.59M Buy
10,785
+366
+4% +$187K 4.3% 2
2025
Q2 		$5.18M Buy
10,419
+933
+10% +$405K 4.14% 3
2025
Q1 		$3.56M Buy
9,486
+843
+10% +$344K 3.56% 3
2024
Q4 		$3.64M Buy
+8,643
New +$3.68M 3.56% 3

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

PUREfi Wealth's MSFT Position: Q1 2026 in Review

PUREfi Wealth increased its Microsoft (MSFT) stake by 30% in Q1 2026, buying an estimated $1.29M and bringing the position to 13,408 shares worth $4.96M. The position accounts for 3.25% of the portfolio, ranked #5.

PUREfi Wealth first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.59M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • PUREfi Wealth held 13,408 shares of Microsoft worth $4.96M as of Q1 2026.
  • PUREfi Wealth bought 3,094 Microsoft shares in Q1 2026, an estimated $1.29M.
  • Microsoft made up 3.25% of PUREfi Wealth's portfolio in Q1 2026, its #5 holding.
  • PUREfi Wealth first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • PUREfi Wealth's Microsoft position peaked at $5.59M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.