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UP Strategic Wealth Investment Advisors’s Microsoft MSFT Stock Holding History

UP Strategic Wealth Investment 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 		$4.03M Buy
9,581
+975
+11% +$408K 2.54% 9
2025
Q4 		$3.45M Sell
8,606
-419
-5% -$210K 2.51% 9
2025
Q3 		$4.63M Sell
9,025
-353
-4% -$180K 3.47% 8
2025
Q2 		$4.66M Buy
9,378
+1,246
+15% +$541K 3.64% 8
2025
Q1 		$3.05M Buy
8,132
+49
+0.6% +$20K 2.71% 9
2024
Q4 		$3.41M Buy
8,083
+2,001
+33% +$852K 3.41% 9
2024
Q3 		$2.62M Buy
6,082
+1,660
+38% +$710K 2.93% 9
2024
Q2 		$1.98M Buy
4,422
+361
+9% +$152K 2.99% 9
2024
Q1 		$1.71M Sell
4,061
-4
-0.1% -$1.62K 2.8% 10
2023
Q4 		$1.53M Buy
+4,065
New +$1.45M 2.79% 8

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

UP Strategic Wealth Investment Advisors's MSFT Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its Microsoft (MSFT) stake by 11% in Q1 2026, buying an estimated $408K and bringing the position to 9,581 shares worth $4.03M. The position accounts for 2.54% of the portfolio, ranked #9.

UP Strategic Wealth Investment Advisors first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.66M in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 9,581 shares of Microsoft worth $4.03M as of Q1 2026.
  • UP Strategic Wealth Investment Advisors bought 975 Microsoft shares in Q1 2026, an estimated $408K.
  • Microsoft made up 2.54% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #9 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • UP Strategic Wealth Investment Advisors's Microsoft position peaked at $4.66M in Q2 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.