WAG
MSFT icon

Wiser Advisor Group’s Microsoft MSFT Stock Holding History

Wiser Advisor Group’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 		$1.6M Sell
4,335
-192
-4% -$80.3K 1.94% 22
2025
Q4 		$2.19M Buy
4,527
+72
+2% +$36.1K 2.5% 10
2025
Q3 		$2.31M Buy
4,455
+170
+4% +$86.7K 2.87% 9
2025
Q2 		$2.13M Buy
4,285
+172
+4% +$74.7K 3.7% 9
2025
Q1 		$1.54M Buy
4,113
+160
+4% +$65.2K 2.28% 16
2024
Q4 		$1.67M Buy
3,953
+113
+3% +$48.1K 2.42% 15
2024
Q3 		$1.65M Buy
3,840
+308
+9% +$132K 2.47% 13
2024
Q2 		$1.58M Buy
3,532
+88
+3% +$37.2K 2.48% 12
2024
Q1 		$1.45M Buy
3,444
+184
+6% +$74.5K 2.27% 14
2023
Q4 		$1.23M Buy
+3,260
New +$1.16M 2.04% 16

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

Wiser Advisor Group's MSFT Position: Q1 2026 in Review

Wiser Advisor Group reduced its Microsoft (MSFT) stake by 4.2% in Q1 2026, selling an estimated $80.3K and leaving 4,335 shares worth $1.6M. The position accounts for 1.94% of the portfolio, ranked #22.

Wiser Advisor Group first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.31M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Wiser Advisor Group held 4,335 shares of Microsoft worth $1.6M as of Q1 2026.
  • Wiser Advisor Group sold 192 Microsoft shares in Q1 2026, an estimated $80.3K.
  • Microsoft made up 1.94% of Wiser Advisor Group's portfolio in Q1 2026, its #22 holding.
  • Wiser Advisor Group first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's Microsoft position peaked at $2.31M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.