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Three Bridge Wealth Advisors’s Microsoft MSFT Stock Holding History

Three Bridge 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 		$2.4M Buy
6,494
+216
+3% +$90.4K 0.66% 23
2025
Q4 		$3.04M Buy
6,278
+57
+0.9% +$28.6K 0.8% 23
2025
Q3 		$3.22M Sell
6,221
-5,310
-46% -$2.71M 0.83% 25
2025
Q2 		$5.74M Buy
11,531
+5,206
+82% +$2.26M 1.51% 19
2025
Q1 		$2.37M Buy
6,325
+93
+1% +$37.9K 0.83% 23
2024
Q4 		$2.63M Buy
6,232
+455
+8% +$194K 0.92% 24
2024
Q3 		$2.49M Buy
5,777
+398
+7% +$170K 0.92% 24
2024
Q2 		$2.4M Sell
5,379
-1,091
-17% -$461K 0.95% 22
2024
Q1 		$2.72M Sell
6,470
-843
-12% -$341K 1.07% 20
2023
Q4 		$2.75M Sell
7,313
-343
-4% -$122K 0.95% 21
2023
Q3 		$2.42M Buy
7,656
+44
+0.6% +$14.5K 1% 19
2023
Q2 		$2.59M Sell
7,612
-587
-7% -$184K 1.1% 21
2023
Q1 		$2.36M Buy
8,199
+112
+1% +$28.6K 1.1% 19
2022
Q4 		$1.94M Sell
8,087
-269
-3% -$64.6K 1.04% 20
2022
Q3 		$1.95M Sell
8,356
-143
-2% -$37.8K 0.99% 18
2022
Q2 		$2.18M Sell
8,499
-213
-2% -$57.8K 1.07% 17
2022
Q1 		$2.69M Buy
+8,712
New +$2.62M 0.75% 17

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

Three Bridge Wealth Advisors's MSFT Position: Q1 2026 in Review

Three Bridge Wealth Advisors increased its Microsoft (MSFT) stake by 3.4% in Q1 2026, buying an estimated $90.4K and bringing the position to 6,494 shares worth $2.4M. The position accounts for 0.66% of the portfolio, ranked #23.

Three Bridge Wealth Advisors first reported a position in MSFT in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.74M in Q2 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Three Bridge Wealth Advisors held 6,494 shares of Microsoft worth $2.4M as of Q1 2026.
  • Three Bridge Wealth Advisors bought 216 Microsoft shares in Q1 2026, an estimated $90.4K.
  • Microsoft made up 0.66% of Three Bridge Wealth Advisors's portfolio in Q1 2026, its #23 holding.
  • Three Bridge Wealth Advisors first reported a position in Microsoft in Q1 2022 and has held it in 17 quarters since.
  • Three Bridge Wealth Advisors's Microsoft position peaked at $5.74M in Q2 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.