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Sculati Wealth Management’s Microsoft MSFT Stock Holding History

Sculati Wealth Management’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 		$6.79M Sell
18,345
-71
-0.4% -$29.7K 2.51% 8
2025
Q4 		$8.91M Sell
18,416
-252
-1% -$126K 3.14% 6
2025
Q3 		$9.67M Sell
18,668
-92
-0.5% -$46.9K 3.41% 4
2025
Q2 		$9.33M Sell
18,760
-294
-2% -$128K 3.51% 4
2025
Q1 		$7.15M Sell
19,054
-445
-2% -$181K 2.89% 8
2024
Q4 		$8.22M Sell
19,499
-443
-2% -$189K 3.25% 6
2024
Q3 		$8.58M Sell
19,942
-747
-4% -$319K 3.42% 6
2024
Q2 		$9.25M Sell
20,689
-910
-4% -$384K 3.95% 5
2024
Q1 		$9.09M Sell
21,599
-105
-0.5% -$42.5K 3.92% 5
2023
Q4 		$8.16M Buy
21,704
+145
+0.7% +$51.6K 3.8% 5
2023
Q3 		$6.81M Buy
21,559
+267
+1% +$88.2K 3.48% 5
2023
Q2 		$7.25M Sell
21,292
-192
-0.9% -$60.2K 3.65% 5
2023
Q1 		$6.19M Buy
21,484
+63
+0.3% +$16.1K 3.29% 5
2022
Q4 		$5.14M Sell
21,421
-709
-3% -$170K 2.89% 5
2022
Q3 		$5.15M Buy
22,130
+946
+4% +$250K 3.04% 5
2022
Q2 		$5.44M Buy
21,184
+133
+0.6% +$36.1K 3.11% 5
2022
Q1 		$6.49M Buy
21,051
+100
+0.5% +$30.1K 3.17% 5
2021
Q4 		$7.05M Sell
20,951
-41
-0.2% -$13.3K 3.41% 4
2021
Q3 		$5.92M Sell
20,992
-202
-1% -$58.8K 3.14% 5
2021
Q2 		$5.74M Sell
21,194
-76
-0.4% -$19.3K 3.04% 7
2021
Q1 		$5.01M Sell
21,270
-1,669
-7% -$387K 2.89% 8
2020
Q4 		$5.1M Sell
22,939
-132
-0.6% -$28.4K 3.35% 7
2020
Q3 		$4.85M Buy
23,071
+423
+2% +$88.8K 3.63% 5
2020
Q2 		$4.61M Buy
22,648
+1,420
+7% +$258K 3.89% 3
2020
Q1 		$3.35M Buy
21,228
+2,286
+12% +$376K 3.68% 5
2019
Q4 		$2.99M Buy
+18,942
New +$2.78M 2.68% 6

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

Sculati Wealth Management's MSFT Position: Q1 2026 in Review

Sculati Wealth Management reduced its Microsoft (MSFT) stake by 0.39% in Q1 2026, selling an estimated $29.7K and leaving 18,345 shares worth $6.79M. The position accounts for 2.51% of the portfolio, ranked #8.

Sculati Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.67M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Sculati Wealth Management held 18,345 shares of Microsoft worth $6.79M as of Q1 2026.
  • Sculati Wealth Management sold 71 Microsoft shares in Q1 2026, an estimated $29.7K.
  • Microsoft made up 2.51% of Sculati Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Sculati Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Sculati Wealth Management's Microsoft position peaked at $9.67M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.