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Steelhead Wealth Management’s Microsoft MSFT Stock Holding History

Steelhead 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 		$467K Buy
+1,264
New +$529K 0.24% 58

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

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

Steelhead Wealth Management opened a new position in Microsoft (MSFT) in Q1 2026: 1,264 shares worth $467K. The stake represents 0.24% of the portfolio and ranks #58 among its holdings.

6,191 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Steelhead Wealth Management held 1,264 shares of Microsoft worth $467K as of Q1 2026.
  • Microsoft was a new Steelhead Wealth Management position in Q1 2026.
  • Microsoft made up 0.24% of Steelhead Wealth Management's portfolio in Q1 2026, its #58 holding.
  • 6,191 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.