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ViaWealth’s Microsoft MSFT Stock Holding History

ViaWealth’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 		$5.61M Buy
15,148
+252
+2% +$105K 3.12% 4
2025
Q4 		$7.2M Sell
14,896
-810
-5% -$406K 4.05% 2
2025
Q3 		$8.13M Buy
15,706
+364
+2% +$186K 4.44% 2
2025
Q2 		$7.63M Buy
15,342
+6
+0% +$2.61K 4.51% 2
2025
Q1 		$5.76M Buy
15,336
+156
+1% +$63.6K 3.55% 3
2024
Q4 		$6.4M Sell
15,180
-340
-2% -$145K 3.86% 2
2024
Q3 		$6.68M Buy
15,520
+608
+4% +$260K 3.89% 2
2024
Q2 		$6.67M Sell
14,912
-24
-0.2% -$10.1K 4.13% 2
2024
Q1 		$6.28M Buy
14,936
+106
+0.7% +$42.9K 3.93% 1
2023
Q4 		$5.58M Sell
14,830
-107
-0.7% -$38.1K 3.83% 1
2023
Q3 		$4.72M Sell
14,937
-3,265
-18% -$1.08M 3.46% 2
2023
Q2 		$6.2M Sell
18,202
-98
-0.5% -$30.7K 4.62% 1
2023
Q1 		$5.28M Sell
18,300
-182
-1% -$46.4K 4.18% 1
2022
Q4 		$4.2M Buy
+18,482
New +$4.44M 3.45% 2

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

ViaWealth's MSFT Position: Q1 2026 in Review

ViaWealth increased its Microsoft (MSFT) stake by 1.7% in Q1 2026, buying an estimated $105K and bringing the position to 15,148 shares worth $5.61M. The position accounts for 3.12% of the portfolio, ranked #4.

ViaWealth first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.13M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • ViaWealth held 15,148 shares of Microsoft worth $5.61M as of Q1 2026.
  • ViaWealth bought 252 Microsoft shares in Q1 2026, an estimated $105K.
  • Microsoft made up 3.12% of ViaWealth's portfolio in Q1 2026, its #4 holding.
  • ViaWealth first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • ViaWealth's Microsoft position peaked at $8.13M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.