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WealthCollab’s Microsoft MSFT Stock Holding History

WealthCollab’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 		$2.35M Sell
6,360
-3,081
-33% -$1.29M 0.97% 23
2025
Q4 		$4.57M Buy
9,441
+2,806
+42% +$1.41M 1.87% 14
2025
Q3 		$3.44M Hold
6,635
– – 1.58% 17
2025
Q2 		$3.3M Buy
6,635
+221
+3% +$96K 1.84% 16
2025
Q1 		$2.41M Buy
6,414
+22
+0.3% +$8.97K 1.49% 18
2024
Q4 		$2.69M Sell
6,392
-57
-0.9% -$24.3K 1.72% 17
2024
Q3 		$2.78M Sell
6,449
-429
-6% -$183K 1.82% 16
2024
Q2 		$3.07M Hold
6,878
– – 2.21% 15
2024
Q1 		$2.89M Sell
6,878
-9
-0.1% -$3.64K 2.14% 15
2023
Q4 		$2.59M Buy
+6,887
New +$2.45M 2.02% 15

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

WealthCollab's MSFT Position: Q1 2026 in Review

WealthCollab reduced its Microsoft (MSFT) stake by 33% in Q1 2026, selling an estimated $1.29M and leaving 6,360 shares worth $2.35M. The position accounts for 0.97% of the portfolio, ranked #23.

WealthCollab first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.57M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • WealthCollab held 6,360 shares of Microsoft worth $2.35M as of Q1 2026.
  • WealthCollab sold 3,081 Microsoft shares in Q1 2026, an estimated $1.29M.
  • Microsoft made up 0.97% of WealthCollab's portfolio in Q1 2026, its #23 holding.
  • WealthCollab first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • WealthCollab's Microsoft position peaked at $4.57M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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