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Wayfinding Financial’s Microsoft MSFT Stock Holding History

Wayfinding Financial’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 		$17.1M Sell
46,279
-1,668
-3% -$698K 7.44% 1
2025
Q4 		$23.2M Sell
47,947
-462
-1% -$232K 9.82% 1
2025
Q3 		$25.1M Sell
48,409
-53
-0.1% -$27K 10.79% 1
2025
Q2 		$26M Sell
48,462
-1,079
-2% -$469K 11.61% 1
2025
Q1 		$18.6M Buy
49,541
+84
+0.2% +$34.2K 8.15% 1
2024
Q4 		$20.8M Sell
49,457
-28
-0.1% -$11.9K 11.14% 1
2024
Q3 		$21.3M Sell
49,485
-685
-1% -$293K 15.84% 1
2024
Q2 		$22.4M Sell
50,170
-324
-0.6% -$137K 12.62% 1
2024
Q1 		$20.7M Sell
50,494
-973
-2% -$394K 12.13% 1
2023
Q4 		$19.4M Buy
51,467
+800
+2% +$285K 13.17% 1
2023
Q3 		$16.3M Sell
50,667
-850
-2% -$281K 12.33% 1
2023
Q2 		$17.4M Sell
51,517
-2,250
-4% -$705K 12.11% 1
2023
Q1 		$15.5M Sell
53,767
-1,007
-2% -$257K 11.79% 1
2022
Q4 		$16.4M Buy
54,774
+107
+0.2% +$25.7K 13.17% 1
2022
Q3 		$12.7M Buy
54,667
+370
+0.7% +$97.7K 11.88% 1
2022
Q2 		$13.9M Sell
54,297
-846
-2% -$230K 12.25% 1
2022
Q1 		$15.1M Buy
55,143
+369
+0.7% +$111K 12.67% 1
2021
Q4 		$16.4M Buy
+54,774
New +$17.8M 13.17% 1

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

Wayfinding Financial's MSFT Position: Q1 2026 in Review

Wayfinding Financial reduced its Microsoft (MSFT) stake by 3.5% in Q1 2026, selling an estimated $698K and leaving 46,279 shares worth $17.1M. The position accounts for 7.44% of the portfolio, ranked #1.

Wayfinding Financial first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $26M in Q2 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Wayfinding Financial held 46,279 shares of Microsoft worth $17.1M as of Q1 2026.
  • Wayfinding Financial sold 1,668 Microsoft shares in Q1 2026, an estimated $698K.
  • Microsoft made up 7.44% of Wayfinding Financial's portfolio in Q1 2026, its #1 holding.
  • Wayfinding Financial first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Wayfinding Financial's Microsoft position peaked at $26M in Q2 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.