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Purpose Unlimited Inc’s Microsoft MSFT Stock Holding History

Purpose Unlimited Inc’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 		$37.7M Buy
101,948
+34,096
+50% +$14.3M 1.56% 16
2025
Q4 		$32.8M Buy
+67,852
New +$34M 1.5% 16

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
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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

Purpose Unlimited Inc's MSFT Position: Q1 2026 in Review

Purpose Unlimited Inc increased its Microsoft (MSFT) stake by 50% in Q1 2026, buying an estimated $14.3M and bringing the position to 101,948 shares worth $37.7M. The position accounts for 1.56% of the portfolio, ranked #16.

Purpose Unlimited Inc first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. 6,195 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Purpose Unlimited Inc held 101,948 shares of Microsoft worth $37.7M as of Q1 2026.
  • Purpose Unlimited Inc bought 34,096 Microsoft shares in Q1 2026, an estimated $14.3M.
  • Microsoft made up 1.56% of Purpose Unlimited Inc's portfolio in Q1 2026, its #16 holding.
  • Purpose Unlimited Inc first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
  • 6,195 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.