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PW Nova Financial Services’s Microsoft MSFT Stock Holding History

PW Nova Financial Services’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 		$6.37M Buy
17,212
+5,883
+52% +$2.46M 1.6% 12
2025
Q4 		$5.36M Buy
+11,329
New +$5.68M 2.03% 14

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

PW Nova Financial Services's MSFT Position: Q1 2026 in Review

PW Nova Financial Services increased its Microsoft (MSFT) stake by 52% in Q1 2026, buying an estimated $2.46M and bringing the position to 17,212 shares worth $6.37M. The position accounts for 1.6% of the portfolio, ranked #12.

PW Nova Financial Services first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • PW Nova Financial Services held 17,212 shares of Microsoft worth $6.37M as of Q1 2026.
  • PW Nova Financial Services bought 5,883 Microsoft shares in Q1 2026, an estimated $2.46M.
  • Microsoft made up 1.6% of PW Nova Financial Services's portfolio in Q1 2026, its #12 holding.
  • PW Nova Financial Services first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
  • 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on PW Nova Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.