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WealthCare Investment Partners’s Microsoft MSFT Stock Holding History

WealthCare Investment Partners’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 		$2.89M Buy
7,779
+198
+3% +$82.9K 0.8% 37
2025
Q4 		$3.59M Buy
7,581
+263
+4% +$132K 1.04% 25
2025
Q3 		$3.8M Buy
7,318
+406
+6% +$207K 1.23% 20
2025
Q2 		$3.45M Sell
6,912
-71
-1% -$30.8K 1.24% 20
2025
Q1 		$2.51M Buy
6,983
+17
+0.2% +$6.93K 1.06% 29
2024
Q4 		$2.92M Buy
6,966
+349
+5% +$149K 1.27% 23
2024
Q3 		$2.71M Sell
6,617
-999
-13% -$427K 1.19% 25
2024
Q2 		$3.4M Sell
7,616
-293
-4% -$124K 1.58% 15
2024
Q1 		$3.33M Sell
7,909
-50
-0.6% -$20.2K 1.61% 17
2023
Q4 		$2.98M Buy
7,959
+1,087
+16% +$387K 1.63% 15
2023
Q3 		$2.21M Buy
6,872
+29
+0.4% +$9.58K 1.35% 21
2023
Q2 		$2.31M Sell
6,843
-333
-5% -$104K 1.39% 20
2023
Q1 		$2.07M Sell
7,176
-175
-2% -$44.6K 1.25% 20
2022
Q4 		$1.76M Sell
7,351
-41
-0.6% -$9.84K 1.2% 21
2022
Q3 		$1.72M Buy
7,392
+18
+0.2% +$4.75K 1.42% 16
2022
Q2 		$1.89M Buy
7,374
+51
+0.7% +$13.8K 1.62% 14
2022
Q1 		$2.1M Buy
7,323
+876
+14% +$264K 1.87% 10
2021
Q4 		$2.17M Buy
+6,447
New +$2.09M 2.1% 9

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

WealthCare Investment Partners's MSFT Position: Q1 2026 in Review

WealthCare Investment Partners increased its Microsoft (MSFT) stake by 2.6% in Q1 2026, buying an estimated $82.9K and bringing the position to 7,779 shares worth $2.89M. The position accounts for 0.8% of the portfolio, ranked #37.

WealthCare Investment Partners first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.8M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • WealthCare Investment Partners held 7,779 shares of Microsoft worth $2.89M as of Q1 2026.
  • WealthCare Investment Partners bought 198 Microsoft shares in Q1 2026, an estimated $82.9K.
  • Microsoft made up 0.8% of WealthCare Investment Partners's portfolio in Q1 2026, its #37 holding.
  • WealthCare Investment Partners first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • WealthCare Investment Partners's Microsoft position peaked at $3.8M in Q3 2025.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.