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Rede Wealth’s Microsoft MSFT Stock Holding History

Rede 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 		$3.07M Buy
8,290
+20
+0.2% +$8.37K 1.1% 10
2025
Q4 		$4M Sell
8,270
-2,195
-21% -$1.1M 1.39% 8
2025
Q3 		$5.42M Buy
10,465
+1,878
+22% +$958K 4.26% 6
2025
Q2 		$4.27M Sell
8,587
-72
-0.8% -$31.3K 1.54% 9
2025
Q1 		$3.25M Buy
8,659
+46
+0.5% +$18.8K 1.15% 9
2024
Q4 		$3.63M Sell
8,613
-13
-0.2% -$5.54K 1.39% 9
2024
Q3 		$3.71M Buy
8,626
+126
+1% +$53.9K 1.42% 8
2024
Q2 		$3.8M Buy
8,500
+222
+3% +$93.8K 3.5% 6
2024
Q1 		$3.48M Buy
8,278
+118
+1% +$47.8K 1.46% 8
2023
Q4 		$3.07M Buy
8,160
+262
+3% +$93.3K 1.46% 8
2023
Q3 		$2.49M Sell
7,898
-1,776
-18% -$587K 1.25% 10
2023
Q2 		$3.29M Buy
9,674
+21
+0.2% +$6.58K 1.56% 9
2023
Q1 		$2.78M Buy
9,653
+37
+0.4% +$9.44K 1.45% 9
2022
Q4 		$2.31M Buy
9,616
+1,375
+17% +$330K 1.23% 11
2022
Q3 		$1.92M Buy
8,241
+185
+2% +$48.8K 1.14% 13
2022
Q2 		$2.07M Buy
8,056
+37
+0.5% +$10K 1.2% 11
2022
Q1 		$2.47M Sell
8,019
-49
-0.6% -$14.7K 1.16% 9
2021
Q4 		$2.71M Sell
8,068
-1,000
-11% -$324K 1.36% 9
2021
Q3 		$2.56M Buy
9,068
+552
+6% +$161K 1.36% 8
2021
Q2 		$2.31M Sell
8,516
-8
-0.1% -$2.03K 1.23% 9
2021
Q1 		$2.01M Buy
8,524
+264
+3% +$61.3K 1.16% 11
2020
Q4 		$1.84M Buy
+8,260
New +$1.78M 1.25% 10

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

Rede Wealth's MSFT Position: Q1 2026 in Review

Rede Wealth increased its Microsoft (MSFT) stake by 0.24% in Q1 2026, buying an estimated $8.37K and bringing the position to 8,290 shares worth $3.07M. The position accounts for 1.1% of the portfolio, ranked #10.

Rede Wealth first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.42M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Rede Wealth held 8,290 shares of Microsoft worth $3.07M as of Q1 2026.
  • Rede Wealth bought 20 Microsoft shares in Q1 2026, an estimated $8.37K.
  • Microsoft made up 1.1% of Rede Wealth's portfolio in Q1 2026, its #10 holding.
  • Rede Wealth first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Rede Wealth's Microsoft position peaked at $5.42M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Rede Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.