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Topel & Distasi Wealth Management’s Microsoft MSFT Stock Holding History

Topel & Distasi Wealth Management’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 		$207K Sell
560
-346
-38% -$145K 0.11% 58
2025
Q4 		$438K Hold
906
– – 0.21% 49
2025
Q3 		$469K Buy
+906
New +$462K 0.23% 48

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

Topel & Distasi Wealth Management's MSFT Position: Q1 2026 in Review

Topel & Distasi Wealth Management reduced its Microsoft (MSFT) stake by 38% in Q1 2026, selling an estimated $145K and leaving 560 shares worth $207K. The position accounts for 0.11% of the portfolio, ranked #58.

Topel & Distasi Wealth Management first reported a position in MSFT in Q3 2025 and has held it in 3 quarters since. The position peaked at $469K in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Topel & Distasi Wealth Management held 560 shares of Microsoft worth $207K as of Q1 2026.
  • Topel & Distasi Wealth Management sold 346 Microsoft shares in Q1 2026, an estimated $145K.
  • Microsoft made up 0.11% of Topel & Distasi Wealth Management's portfolio in Q1 2026, its #58 holding.
  • Topel & Distasi Wealth Management first reported a position in Microsoft in Q3 2025 and has held it in 3 quarters since.
  • Topel & Distasi Wealth Management's Microsoft position peaked at $469K in Q3 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.