VPW
MSFT icon

Variant Private Wealth’s Microsoft MSFT Stock Holding History

Variant 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 		$5.69M Buy
15,358
+558
+4% +$233K 6.89% 3
2025
Q4 		$7.16M Sell
14,800
-33
-0.2% -$16.5K 7.44% 2
2025
Q3 		$7.68M Sell
14,833
-167
-1% -$85.2K 7.1% 3
2025
Q2 		$7.46M Sell
15,000
-68
-0.5% -$29.5K 7.74% 3
2025
Q1 		$5.66M Buy
15,068
+155
+1% +$63.2K 6.07% 4
2024
Q4 		$6.29M Buy
+14,913
New +$6.35M 5.99% 4

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

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

Variant Private Wealth increased its Microsoft (MSFT) stake by 3.8% in Q1 2026, buying an estimated $233K and bringing the position to 15,358 shares worth $5.69M. The position accounts for 6.89% of the portfolio, ranked #3.

Variant Private Wealth first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.68M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Variant Private Wealth held 15,358 shares of Microsoft worth $5.69M as of Q1 2026.
  • Variant Private Wealth bought 558 Microsoft shares in Q1 2026, an estimated $233K.
  • Microsoft made up 6.89% of Variant Private Wealth's portfolio in Q1 2026, its #3 holding.
  • Variant Private Wealth first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Variant Private Wealth's Microsoft position peaked at $7.68M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Variant Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.