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Wealth Effects’s Microsoft MSFT Stock Holding History

Wealth Effects’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 		$6.26M Buy
16,922
+397
+2% +$166K 2.22% 10
2025
Q4 		$7.99M Sell
16,525
-141
-0.8% -$70.7K 2.5% 9
2025
Q3 		$8.63M Sell
16,666
-283
-2% -$144K 2.78% 7
2025
Q2 		$8.43M Sell
16,949
-749
-4% -$325K 3.15% 7
2025
Q1 		$6.64M Sell
17,698
-1,232
-7% -$502K 2.79% 8
2024
Q4 		$7.98M Sell
18,930
-698
-4% -$297K 2.83% 6
2024
Q3 		$8.45M Sell
19,628
-308
-2% -$132K 2.96% 5
2024
Q2 		$8.91M Sell
19,936
-331
-2% -$140K 3.23% 5
2024
Q1 		$8.53M Sell
20,267
-525
-3% -$213K 3.15% 5
2023
Q4 		$7.82M Buy
20,792
+572
+3% +$204K 2.94% 5
2023
Q3 		$6.38M Sell
20,220
-404
-2% -$133K 3.15% 5
2023
Q2 		$7.02M Sell
20,624
-1,027
-5% -$322K 3.09% 5
2023
Q1 		$6.24M Buy
21,651
+495
+2% +$126K 3.2% 4
2022
Q4 		$5.07M Sell
21,156
-357
-2% -$85.7K 2.9% 4
2022
Q3 		$5.01M Sell
21,513
-8
-0% -$2.11K 3.06% 5
2022
Q2 		$5.53M Buy
21,521
+1,104
+5% +$300K 3.33% 4
2022
Q1 		$6.29M Buy
20,417
+273
+1% +$82.1K 2.94% 6
2021
Q4 		$6.78M Buy
+20,144
New +$6.53M 2.81% 6

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

Wealth Effects's MSFT Position: Q1 2026 in Review

Wealth Effects increased its Microsoft (MSFT) stake by 2.4% in Q1 2026, buying an estimated $166K and bringing the position to 16,922 shares worth $6.26M. The position accounts for 2.22% of the portfolio, ranked #10.

Wealth Effects first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.91M in Q2 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Wealth Effects held 16,922 shares of Microsoft worth $6.26M as of Q1 2026.
  • Wealth Effects bought 397 Microsoft shares in Q1 2026, an estimated $166K.
  • Microsoft made up 2.22% of Wealth Effects's portfolio in Q1 2026, its #10 holding.
  • Wealth Effects first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Wealth Effects's Microsoft position peaked at $8.91M in Q2 2024.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.