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Veridan Wealth’s Microsoft MSFT Stock Holding History

Veridan 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 		$1.46M Buy
3,936
+418
+12% +$175K 0.54% 40
2025
Q4 		$1.7M Buy
3,518
+9
+0.3% +$4.51K 0.57% 39
2025
Q3 		$1.82M Buy
+3,509
New +$1.79M 0.63% 36
2025
Q1 		$1.31M Buy
3,489
+70
+2% +$28.5K 0.59% 38
2024
Q4 		$1.4M Buy
+3,419
New +$1.46M 0.66% 38
2024
Q2 		$1.82M Buy
+3,650
New +$1.54M 0.73% 36

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

Veridan Wealth's MSFT Position: Q1 2026 in Review

Veridan Wealth increased its Microsoft (MSFT) stake by 12% in Q1 2026, buying an estimated $175K and bringing the position to 3,936 shares worth $1.46M. The position accounts for 0.54% of the portfolio, ranked #40.

Veridan Wealth first reported a position in MSFT in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.82M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Veridan Wealth held 3,936 shares of Microsoft worth $1.46M as of Q1 2026.
  • Veridan Wealth bought 418 Microsoft shares in Q1 2026, an estimated $175K.
  • Microsoft made up 0.54% of Veridan Wealth's portfolio in Q1 2026, its #40 holding.
  • Veridan Wealth first reported a position in Microsoft in Q2 2024 and has held it in 6 quarters since.
  • Veridan Wealth's Microsoft position peaked at $1.82M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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