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Wealthspire Advisors (New York)’s Microsoft MSFT Stock Holding History

Wealthspire Advisors (New York)’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 		$88M Sell
237,664
-45,617
-16% -$19.1M 0.69% 27
2025
Q4 		$137M Buy
283,281
+67,789
+31% +$34M 1.09% 20
2025
Q3 		$112M Sell
215,492
-228,882
-52% -$117M 0.58% 24
2025
Q2 		$221M Sell
444,374
-3,514
-0.8% -$1.53M 1.24% 18
2025
Q1 		$168M Buy
447,888
+216,032
+93% +$88.1M 1% 19
2024
Q4 		$97.7M Buy
231,856
+9,371
+4% +$3.99M 0.97% 21
2024
Q3 		$95.7M Buy
222,485
+61,624
+38% +$26.3M 0.97% 21
2024
Q2 		$71.9M Buy
160,861
+15,290
+11% +$6.46M 0.92% 21
2024
Q1 		$61.2M Sell
145,571
-6,038
-4% -$2.44M 0.82% 24
2023
Q4 		$57M Buy
151,609
+10,646
+8% +$3.79M 0.81% 26
2023
Q3 		$44.5M Buy
140,963
+28,153
+25% +$9.3M 0.74% 27
2023
Q2 		$38.4M Buy
112,810
+5,402
+5% +$1.69M 0.63% 30
2023
Q1 		$31M Sell
107,408
-12,438
-10% -$3.17M 0.53% 35
2022
Q4 		$28.7M Buy
119,846
+29,551
+33% +$7.09M 0.52% 33
2022
Q3 		$21M Buy
90,295
+4,294
+5% +$1.13M 0.44% 39
2022
Q2 		$22.1M Buy
86,001
+26,739
+45% +$7.26M 0.46% 38
2022
Q1 		$18.3M Sell
59,262
-31,428
-35% -$9.46M 0.41% 36
2021
Q4 		$30.5M Sell
90,690
-5,103
-5% -$1.65M 0.67% 23
2021
Q3 		$27M Buy
95,793
+33,380
+53% +$9.71M 0.56% 31
2021
Q2 		$16.9M Sell
62,413
-111,655
-64% -$28.4M 0.44% 31
2021
Q1 		$41M Buy
174,068
+23,467
+16% +$5.44M 0.97% 19
2020
Q4 		$33.5M Buy
150,601
+72,929
+94% +$15.7M 1% 18
2020
Q3 		$16.3M Buy
77,672
+7,068
+10% +$1.48M 0.97% 16
2020
Q2 		$14.4M Sell
70,604
-118,316
-63% -$21.5M 1% 17
2020
Q1 		$29.8M Buy
188,920
+150,546
+392% +$24.8M 1.25% 17
2019
Q4 		$6.05M Buy
38,374
+6,747
+21% +$991K 0.44% 21
2019
Q3 		$4.4M Buy
31,627
+18,979
+150% +$2.61M 0.36% 23
2019
Q2 		$1.69M Buy
+12,648
New +$1.61M 0.15% 28
2019
Q1 		– Sell
-9,340
Closed -$949K – 520
2018
Q4 		$949K Buy
+9,340
New +$1M 0.09% 29

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

Wealthspire Advisors (New York)'s MSFT Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Microsoft (MSFT) stake by 16% in Q1 2026, selling an estimated $19.1M and leaving 237,664 shares worth $88M. The position accounts for 0.69% of the portfolio, ranked #27.

Wealthspire Advisors (New York) first reported a position in MSFT in Q4 2018 and has held it in 29 quarters since. The position peaked at $221M in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Wealthspire Advisors (New York) held 237,664 shares of Microsoft worth $88M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 45,617 Microsoft shares in Q1 2026, an estimated $19.1M.
  • Microsoft made up 0.69% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #27 holding.
  • Wealthspire Advisors (New York) first reported a position in Microsoft in Q4 2018 and has held it in 29 quarters since.
  • Wealthspire Advisors (New York)'s Microsoft position peaked at $221M in Q2 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.