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Wise Wealth Partners’s Microsoft MSFT Stock Holding History

Wise Wealth 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 		– Sell
-943
Closed -$456K – 54
2025
Q4 		$456K Buy
943
+80
+9% +$40.1K 0.65% 38
2025
Q3 		$447K Hold
863
– – 0.68% 37
2025
Q2 		$430K Buy
+863
New +$375K 0.72% 40
2025
Q1 		– Sell
-660
Closed -$278K – 50
2024
Q4 		$278K Buy
+660
New +$281K 0.69% 40

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

Wise Wealth Partners's MSFT Position: Q1 2026 in Review

Wise Wealth Partners sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 943 shares — an estimated $456K sold.

Wise Wealth Partners first reported a position in MSFT in Q4 2024 and held it in 4 quarters. The position peaked at $456K in Q4 2025. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Wise Wealth Partners reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • Wise Wealth Partners sold 943 Microsoft shares in Q1 2026, an estimated $456K.
  • Wise Wealth Partners first reported a position in Microsoft in Q4 2024 and held it in 4 quarters.
  • Wise Wealth Partners's Microsoft position peaked at $456K in Q4 2025.
  • 6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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