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Resolute Wealth Advisor’s Microsoft MSFT Stock Holding History

Resolute Wealth Advisor’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 		$478K Buy
+1,291
New +$540K 0.27% 47
2025
Q2 		$478K Buy
+1,291
New +$561K 0.27% 47

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Resolute Wealth Advisor's MSFT Position: Q1 2026 in Review

Resolute Wealth Advisor opened a new position in Microsoft (MSFT) in Q1 2026: 1,291 shares worth $478K. The stake represents 0.27% of the portfolio and ranks #47 among its holdings. This is a return to the name: Resolute Wealth Advisor previously reported a position in MSFT as recently as Q2 2025.

Resolute Wealth Advisor first reported a position in MSFT in Q2 2025 and has held it in 2 quarters since. 6,207 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Resolute Wealth Advisor held 1,291 shares of Microsoft worth $478K as of Q1 2026.
  • Microsoft was a new Resolute Wealth Advisor position in Q1 2026.
  • Microsoft made up 0.27% of Resolute Wealth Advisor's portfolio in Q1 2026, its #47 holding.
  • Resolute Wealth Advisor first reported a position in Microsoft in Q2 2025 and has held it in 2 quarters since.
  • 6,207 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Resolute Wealth Advisor's 13F filing for Q1 2026, filed 11 May 2026.