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Strategies Wealth Advisors’s Microsoft MSFT Stock Holding History

Strategies Wealth 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 		$5.3M Sell
14,320
-3,170
-18% -$1.33M 0.53% 23
2025
Q4 		$8.46M Buy
17,490
+769
+5% +$385K 0.85% 18
2025
Q3 		$8.66M Buy
16,721
+945
+6% +$482K 0.9% 17
2025
Q2 		$7.85M Buy
15,776
+71
+0.5% +$30.8K 0.86% 17
2025
Q1 		$5.9M Buy
15,705
+9,838
+168% +$4.01M 0.72% 20
2024
Q4 		$2.4M Buy
+5,867
New +$2.5M 0.3% 31

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

Strategies Wealth Advisors's MSFT Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its Microsoft (MSFT) stake by 18% in Q1 2026, selling an estimated $1.33M and leaving 14,320 shares worth $5.3M. The position accounts for 0.53% of the portfolio, ranked #23.

Strategies Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.66M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Strategies Wealth Advisors held 14,320 shares of Microsoft worth $5.3M as of Q1 2026.
  • Strategies Wealth Advisors sold 3,170 Microsoft shares in Q1 2026, an estimated $1.33M.
  • Microsoft made up 0.53% of Strategies Wealth Advisors's portfolio in Q1 2026, its #23 holding.
  • Strategies Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's Microsoft position peaked at $8.66M in Q3 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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