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Schneider Downs Wealth Management Advisors’s Microsoft MSFT Stock Holding History

Schneider Downs Wealth Management 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 		$4.7M Sell
12,707
-607
-5% -$254K 0.52% 28
2025
Q4 		$6.44M Buy
13,314
+2,560
+24% +$1.28M 0.73% 25
2025
Q3 		$5.57M Sell
10,754
-11,497
-52% -$5.86M 0.66% 26
2025
Q2 		$11.1M Sell
22,251
-643
-3% -$279K 1.65% 17
2025
Q1 		$8.59M Sell
22,894
-286
-1% -$117K 1.56% 17
2024
Q4 		$9.77M Sell
23,180
-173
-0.7% -$73.7K 1.84% 13
2024
Q3 		$10M Sell
23,353
-179
-0.8% -$76.5K 2.06% 11
2024
Q2 		$10.5M Sell
23,532
-325
-1% -$137K 2.34% 12
2024
Q1 		$10M Buy
23,857
+4,631
+24% +$1.87M 2.31% 12
2023
Q4 		$7.23M Buy
19,226
+54
+0.3% +$19.2K 1.88% 16
2023
Q3 		$6.05M Buy
19,172
+86
+0.5% +$28.4K 1.4% 17
2023
Q2 		$6.5M Sell
19,086
-110
-0.6% -$34.5K 1.48% 15
2023
Q1 		$5.53M Sell
19,196
-46
-0.2% -$11.7K 1.14% 17
2022
Q4 		$4.61M Sell
19,242
-4,512
-19% -$1.08M 1.01% 19
2022
Q3 		$5.53M Sell
23,754
-3,035
-11% -$801K 1.62% 11
2022
Q2 		$6.88M Buy
26,789
+541
+2% +$147K 1.92% 11
2022
Q1 		$8.09M Buy
26,248
+961
+4% +$289K 2.06% 9
2021
Q4 		$8.51M Sell
25,287
-44
-0.2% -$14.3K 2.03% 9
2021
Q3 		$7.14M Buy
25,331
+2,039
+9% +$593K 1.84% 11
2021
Q2 		$6.31M Sell
23,292
-260
-1% -$66.1K 1.63% 11
2021
Q1 		$5.55M Buy
23,552
+2,474
+12% +$574K 1.36% 11
2020
Q4 		$4.69M Sell
21,078
-513
-2% -$110K 1.31% 11
2020
Q3 		$4.54M Buy
21,591
+193
+0.9% +$40.5K 1.52% 12
2020
Q2 		$4.36M Buy
21,398
+198
+0.9% +$35.9K 1.49% 10
2020
Q1 		$3.34M Buy
21,200
+4,066
+24% +$669K 1.23% 15
2019
Q4 		$2.7M Sell
17,134
-40
-0.2% -$5.88K 0.81% 13
2019
Q3 		$2.39M Buy
17,174
+3,978
+30% +$547K 0.74% 14
2019
Q2 		$1.77M Buy
13,196
+9,405
+248% +$1.19M 0.62% 19
2019
Q1 		$447K Hold
3,791
– – 0.17% 35
2018
Q4 		$385K Sell
3,791
-370
-9% -$39.6K 0.17% 36
2018
Q3 		$476K Buy
4,161
+531
+15% +$57.6K 0.3% 30
2018
Q2 		$358K Buy
3,630
+125
+4% +$12.1K 0.24% 32
2018
Q1 		$320K Buy
3,505
+844
+32% +$77.2K 0.18% 38
2017
Q4 		$228K Buy
+2,661
New +$218K 0.13% 38
2017
Q3 		– Sell
-3,446
Closed -$238K – 44
2017
Q2 		$238K Buy
3,446
+270
+9% +$18.5K 0.16% 35
2017
Q1 		$209K Buy
+3,176
New +$204K 0.14% 42
2016
Q4 		– Sell
-3,680
Closed -$212K – 32
2016
Q3 		$212K Buy
+3,680
New +$208K 0.14% 29
2016
Q1 		– Sell
-4,195
Closed -$233K – 30
2015
Q4 		$233K Buy
+4,195
New +$221K 0.27% 24

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

Schneider Downs Wealth Management Advisors's MSFT Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors reduced its Microsoft (MSFT) stake by 4.6% in Q1 2026, selling an estimated $254K and leaving 12,707 shares worth $4.7M. The position accounts for 0.52% of the portfolio, ranked #28.

Schneider Downs Wealth Management Advisors first reported a position in MSFT in Q4 2015 and has held it in 38 quarters since. The position peaked at $11.1M in Q2 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Schneider Downs Wealth Management Advisors held 12,707 shares of Microsoft worth $4.7M as of Q1 2026.
  • Schneider Downs Wealth Management Advisors sold 607 Microsoft shares in Q1 2026, an estimated $254K.
  • Microsoft made up 0.52% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #28 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Microsoft in Q4 2015 and has held it in 38 quarters since.
  • Schneider Downs Wealth Management Advisors's Microsoft position peaked at $11.1M in Q2 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.