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Vestia Personal Wealth Advisors’s Microsoft MSFT Stock Holding History

Vestia Personal 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 		$1.04M Sell
2,822
-91
-3% -$38.1K 0.49% 34
2025
Q4 		$1.29M Buy
2,913
+38
+1% +$19K 0.66% 29
2025
Q3 		$1.49M Buy
2,875
+298
+12% +$152K 0.86% 26
2025
Q2 		$1.28M Buy
2,577
+181
+8% +$78.6K 0.88% 24
2025
Q1 		$899K Sell
2,396
-95
-4% -$38.7K 0.71% 27
2024
Q4 		$1.05M Buy
2,491
+334
+15% +$142K 0.86% 25
2024
Q3 		$928K Buy
2,157
+116
+6% +$49.6K 0.87% 24
2024
Q2 		$912K Buy
+2,041
New +$862K 0.97% 21

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

Vestia Personal Wealth Advisors's MSFT Position: Q1 2026 in Review

Vestia Personal Wealth Advisors reduced its Microsoft (MSFT) stake by 3.1% in Q1 2026, selling an estimated $38.1K and leaving 2,822 shares worth $1.04M. The position accounts for 0.49% of the portfolio, ranked #34.

Vestia Personal Wealth Advisors first reported a position in MSFT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.49M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Vestia Personal Wealth Advisors held 2,822 shares of Microsoft worth $1.04M as of Q1 2026.
  • Vestia Personal Wealth Advisors sold 91 Microsoft shares in Q1 2026, an estimated $38.1K.
  • Microsoft made up 0.49% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #34 holding.
  • Vestia Personal Wealth Advisors first reported a position in Microsoft in Q2 2024 and has held it in 8 quarters since.
  • Vestia Personal Wealth Advisors's Microsoft position peaked at $1.49M in Q3 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.