Stonehaven Wealth & Tax Solutions’s Microsoft MSFT Stock Holding History

Stonehaven Wealth & Tax Solutions’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	-506	Closed	-$245K	–	95
2025 Q4	$245K	Buy	506 +112	+28%	+$56.1K	0.22%	68
2025 Q3	$204K	Buy	+394	New	+$201K	0.19%	76

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's MSFT Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 506 shares — an estimated $245K sold.

Stonehaven Wealth & Tax Solutions first reported a position in MSFT in Q3 2025 and held it in 2 quarters. The position peaked at $245K in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Stonehaven Wealth & Tax Solutions reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
Stonehaven Wealth & Tax Solutions sold 506 Microsoft shares in Q1 2026, an estimated $245K.
Stonehaven Wealth & Tax Solutions first reported a position in Microsoft in Q3 2025 and held it in 2 quarters.
Stonehaven Wealth & Tax Solutions's Microsoft position peaked at $245K in Q4 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.