SWGC
MSFT icon

Summit Wealth Group (Colorado)’s Microsoft MSFT Stock Holding History

Summit Wealth Group (Colorado)’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 		$5.34M Buy
14,420
+5,580
+63% +$2.33M 0.56% 28
2025
Q4 		$4.28M Buy
+8,840
New +$4.43M 0.57% 26
2025
Q3 		– Sell
-8,370
Closed -$4.16M – 390
2025
Q2 		$4.16M Buy
+8,370
New +$3.63M 1.05% 23

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

Summit Wealth Group (Colorado)'s MSFT Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Microsoft (MSFT) stake by 63% in Q1 2026, buying an estimated $2.33M and bringing the position to 14,420 shares worth $5.34M. The position accounts for 0.56% of the portfolio, ranked #28.

Summit Wealth Group (Colorado) first reported a position in MSFT in Q2 2025 and has held it in 3 quarters since. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Summit Wealth Group (Colorado) held 14,420 shares of Microsoft worth $5.34M as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 5,580 Microsoft shares in Q1 2026, an estimated $2.33M.
  • Microsoft made up 0.56% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #28 holding.
  • Summit Wealth Group (Colorado) first reported a position in Microsoft in Q2 2025 and has held it in 3 quarters since.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.