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Surience Private Wealth’s Microsoft MSFT Stock Holding History

Surience Private Wealth’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 		$2.74M Buy
7,402
+6,450
+678% +$2.7M 2.94% 11
2025
Q4 		$460K Buy
952
+250
+36% +$125K 0.49% 22
2025
Q3 		$364K Sell
702
-372
-35% -$190K 0.33% 28
2025
Q2 		$534K Sell
1,074
-58
-5% -$25.2K 0.5% 26
2025
Q1 		$425K Sell
1,132
-9,921
-90% -$4.04M 0.74% 22
2024
Q4 		$4.66M Buy
11,053
+9,249
+513% +$3.94M 6.02% 3
2024
Q3 		$776K Hold
1,804
– – 0.79% 19
2024
Q2 		$806K Hold
1,804
– – 1.04% 23
2024
Q1 		$759K Sell
1,804
-1,242
-41% -$503K 0.72% 23
2023
Q4 		$1.15M Buy
3,046
+1,394
+84% +$496K 1.16% 20
2023
Q3 		$522K Sell
1,652
-1,390
-46% -$459K 1.01% 17
2023
Q2 		$1.04M Sell
3,042
-6
-0.2% -$1.88K 1.48% 16
2023
Q1 		$879K Buy
3,048
+1,396
+85% +$356K 1.29% 14
2022
Q4 		$396K Hold
1,652
– – 0.53% 19
2022
Q3 		$385K Hold
1,652
– – 0.99% 13
2022
Q2 		$424K Sell
1,652
-427
-21% -$116K 0.64% 11
2022
Q1 		$641K Sell
2,079
-256
-11% -$77K 0.56% 17
2021
Q4 		$785K Buy
+2,335
New +$757K 0.64% 19

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

Surience Private Wealth's MSFT Position: Q1 2026 in Review

Surience Private Wealth increased its Microsoft (MSFT) stake by 678% in Q1 2026, buying an estimated $2.7M and bringing the position to 7,402 shares worth $2.74M. The position accounts for 2.94% of the portfolio, ranked #11.

Surience Private Wealth first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.66M in Q4 2024. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Surience Private Wealth held 7,402 shares of Microsoft worth $2.74M as of Q1 2026.
  • Surience Private Wealth bought 6,450 Microsoft shares in Q1 2026, an estimated $2.7M.
  • Microsoft made up 2.94% of Surience Private Wealth's portfolio in Q1 2026, its #11 holding.
  • Surience Private Wealth first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Surience Private Wealth's Microsoft position peaked at $4.66M in Q4 2024.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.