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Significant Wealth Partners’s Microsoft MSFT Stock Holding History

Significant Wealth Partners’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
-878
Closed -$425K – 115
2025
Q4 		$425K Sell
878
-113
-11% -$56.6K 0.47% 28
2025
Q3 		$513K Sell
991
-26
-3% -$13.3K 0.25% 41
2025
Q2 		$506K Sell
1,017
-83
-8% -$36K 0.25% 31
2025
Q1 		$413K Buy
1,100
+79
+8% +$32.2K 0.21% 41
2024
Q4 		$430K Sell
1,021
-487
-32% -$207K 0.22% 30
2024
Q3 		$649K Buy
1,508
+73
+5% +$31.2K 0.34% 18
2024
Q2 		$641K Buy
1,435
+89
+7% +$37.6K 0.36% 13
2024
Q1 		$566K Buy
1,346
+106
+9% +$42.9K 0.37% 72
2023
Q4 		$466K Buy
+1,240
New +$441K 0.34% 85

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Significant Wealth Partners's MSFT Position: Q1 2026 in Review

Significant Wealth Partners sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 878 shares — an estimated $425K sold.

Significant Wealth Partners first reported a position in MSFT in Q4 2023 and held it in 9 quarters. The position peaked at $649K in Q3 2024. 6,218 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Significant Wealth Partners reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • Significant Wealth Partners sold 878 Microsoft shares in Q1 2026, an estimated $425K.
  • Significant Wealth Partners first reported a position in Microsoft in Q4 2023 and held it in 9 quarters.
  • Significant Wealth Partners's Microsoft position peaked at $649K in Q3 2024.
  • 6,218 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Significant Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.