WealthCollab’s Microsoft MSFT Stock Holding History

WealthCollab’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold	–	-$145K	–	1027
2025 Q4	–	Hold	–	–	–	102
2025 Q3	–	Hold	–	–	–	86
2025 Q2	–	Hold	–	–	–	78

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.