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Pursue Wealth Partners’s Microsoft MSFT Stock Holding History

Pursue Wealth Partners’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 		$8.8M Sell
23,765
-7,206
-23% -$3.02M 5.26% 2
2025
Q4 		$15M Buy
30,971
+11,114
+56% +$5.57M 7.28% 1
2025
Q3 		$10.3M Sell
19,857
-557
-3% -$284K 5.65% 2
2025
Q2 		$10.2M Sell
20,414
-1,407
-6% -$611K 5.77% 2
2025
Q1 		$8.19M Hold
21,821
– – 4.99% 1
2024
Q4 		$9.2M Sell
21,821
-15,122
-41% -$6.44M 5.26% 1
2024
Q3 		$15.9M Buy
36,943
+6,003
+19% +$2.57M 8.69% 1
2024
Q2 		$13.8M Buy
30,940
+2,556
+9% +$1.08M 7.54% 1
2024
Q1 		$11.9M Buy
28,384
+427
+2% +$173K 7.03% 1
2023
Q4 		$10.5M Buy
27,957
+5
+0% +$1.78K 6.8% 1
2023
Q3 		$8.83M Sell
27,952
-1,842
-6% -$609K 6.25% 1
2023
Q2 		$10.1M Sell
29,794
-2,534
-8% -$794K 6.37% 1
2023
Q1 		$9.32M Buy
32,328
+1,970
+6% +$503K 6.36% 1
2022
Q4 		$7.28M Sell
30,358
-10,826
-26% -$2.6M 5.62% 2
2022
Q3 		$9.59M Sell
41,184
-1,657
-4% -$438K 6.9% 2
2022
Q2 		$11M Sell
42,841
-5,365
-11% -$1.46M 7.01% 2
2022
Q1 		$14.5M Sell
48,206
-4,800
-9% -$1.44M 6% 1
2021
Q4 		$17.8M Buy
+53,006
New +$17.2M 6.9% 1

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

Pursue Wealth Partners's MSFT Position: Q1 2026 in Review

Pursue Wealth Partners reduced its Microsoft (MSFT) stake by 23% in Q1 2026, selling an estimated $3.02M and leaving 23,765 shares worth $8.8M. The position accounts for 5.26% of the portfolio, ranked #2.

Pursue Wealth Partners first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $17.8M in Q4 2021. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Pursue Wealth Partners held 23,765 shares of Microsoft worth $8.8M as of Q1 2026.
  • Pursue Wealth Partners sold 7,206 Microsoft shares in Q1 2026, an estimated $3.02M.
  • Microsoft made up 5.26% of Pursue Wealth Partners's portfolio in Q1 2026, its #2 holding.
  • Pursue Wealth Partners first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Pursue Wealth Partners's Microsoft position peaked at $17.8M in Q4 2021.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.