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Savvy Advisors Inc’s Microsoft MSFT Stock Holding History

Savvy Advisors Inc’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 		– Sell
-500
Closed -$810 – 1191
2025
Q4 		$810 Buy
+500
New +$251K ﹤0.01% 1015

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

Savvy Advisors Inc's MSFT Position: Q1 2026 in Review

Savvy Advisors Inc increased its Microsoft (MSFT) stake by 18% in Q1 2026, buying an estimated $8.4M and bringing the position to 131,552 shares worth $48.7M. The position accounts for 1.3% of the portfolio, ranked #12.

Savvy Advisors Inc first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $53.9M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Savvy Advisors Inc held 131,552 shares of Microsoft worth $48.7M as of Q1 2026.
  • Savvy Advisors Inc bought 20,075 Microsoft shares in Q1 2026, an estimated $8.4M.
  • Microsoft made up 1.3% of Savvy Advisors Inc's portfolio in Q1 2026, its #12 holding.
  • Savvy Advisors Inc first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Savvy Advisors Inc's Microsoft position peaked at $53.9M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.