Resolute Wealth Strategies
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Resolute Wealth Strategies’s Microsoft MSFT Stock Holding History

Resolute Wealth Strategies’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
Q3 		$10.1M Sell
19,692
-92
-0.5% -$42.5K 3.72% 8
2026
Q2 		$7.38M Sell
19,784
-714
-3% -$289K 2.86% 10
2026
Q1 		$7.59M Buy
20,498
+9,528
+87% +$3.99M 3.27% 9
2025
Q4 		$5.31M Buy
10,970
+578
+6% +$290K 2.33% 13
2025
Q3 		$5.38M Buy
10,392
+1,296
+14% +$661K 2.46% 13
2025
Q2 		$4.52M Buy
9,096
+971
+12% +$422K 2.42% 11
2025
Q1 		$3.05M Buy
8,125
+848
+12% +$346K 1.7% 20
2024
Q4 		$3.07M Buy
7,277
+241
+3% +$103K 1.58% 20
2024
Q3 		$3.03M Sell
7,036
-111
-2% -$47.4K 1.57% 18
2024
Q2 		$3.19M Sell
7,147
-104
-1% -$43.9K 1.84% 18
2024
Q1 		$3.05M Buy
7,251
+605
+9% +$245K 1.85% 16
2023
Q4 		$2.5M Buy
6,646
+116
+2% +$41.3K 1.7% 16
2023
Q3 		$2.06M Buy
6,530
+338
+5% +$112K 1.54% 17
2023
Q2 		$2.11M Sell
6,192
-8
-0.1% -$2.51K 1.63% 16
2023
Q1 		$1.79M Buy
+6,200
New +$1.58M 1.52% 18

Other funds holding MSFT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Resolute Wealth Strategies's MSFT Position: Q3 2026 in Review

Resolute Wealth Strategies reduced its Microsoft (MSFT) stake by 0.47% in Q3 2026, selling an estimated $42.5K and leaving 19,692 shares worth $10.1M. The position accounts for 3.72% of the portfolio, ranked #8.

Resolute Wealth Strategies first reported a position in MSFT in Q1 2023 and has held it in 15 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Resolute Wealth Strategies held 19,692 shares of Microsoft worth $10.1M as of Q3 2026.
  • Resolute Wealth Strategies sold 92 Microsoft shares in Q3 2026, an estimated $42.5K.
  • Microsoft made up 3.72% of Resolute Wealth Strategies's portfolio in Q3 2026, its #8 holding.
  • Resolute Wealth Strategies first reported a position in Microsoft in Q1 2023 and has held it in 15 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Resolute Wealth Strategies's 13F filing for Q3 2026, filed 13 Nov 2026.