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Resurgent Financial Advisors’s Microsoft MSFT Stock Holding History

Resurgent Financial Advisors’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 		$12.2M Buy
32,877
+12,612
+62% +$5.28M 4.39% 3
2025
Q4 		$9.8M Sell
20,265
-2,067
-9% -$1.04M 4.91% 1
2025
Q3 		$11.6M Sell
22,332
-205
-0.9% -$105K 5.68% 1
2025
Q2 		$11.2M Buy
22,537
+582
+3% +$253K 6.15% 1
2025
Q1 		$8.24M Buy
21,955
+135
+0.6% +$55K 4.95% 2
2024
Q4 		$9.2M Sell
21,820
-618
-3% -$263K 5.41% 2
2024
Q3 		$9.65M Buy
22,438
+255
+1% +$109K 5.64% 1
2024
Q2 		$9.91M Sell
22,183
-1,381
-6% -$583K 6.16% 1
2024
Q1 		$9.91M Buy
23,564
+669
+3% +$271K 5.28% 1
2023
Q4 		$8.61M Buy
22,895
+47
+0.2% +$16.7K 5.29% 1
2023
Q3 		$7.21M Sell
22,848
-587
-3% -$194K 4.91% 2
2023
Q2 		$7.98M Sell
23,435
-2,358
-9% -$739K 5.27% 2
2023
Q1 		$7.44M Sell
25,793
-3,536
-12% -$902K 4.95% 1
2022
Q4 		$7.03M Buy
29,329
+164
+0.6% +$39.4K 3.71% 1
2022
Q3 		$6.79M Buy
29,165
+1,445
+5% +$382K 4.54% 2
2022
Q2 		$7.12M Buy
27,720
+2,987
+12% +$811K 4.56% 2
2022
Q1 		$7.63M Buy
24,733
+5,002
+25% +$1.5M 4.73% 3
2021
Q4 		$6.64M Buy
+19,731
New +$6.4M 5.29% 3

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

Resurgent Financial Advisors's MSFT Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Microsoft (MSFT) stake by 62% in Q1 2026, buying an estimated $5.28M and bringing the position to 32,877 shares worth $12.2M. The position accounts for 4.39% of the portfolio, ranked #3.

Resurgent Financial Advisors first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Resurgent Financial Advisors held 32,877 shares of Microsoft worth $12.2M as of Q1 2026.
  • Resurgent Financial Advisors bought 12,612 Microsoft shares in Q1 2026, an estimated $5.28M.
  • Microsoft made up 4.39% of Resurgent Financial Advisors's portfolio in Q1 2026, its #3 holding.
  • Resurgent Financial Advisors first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.