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1858 Wealth Management’s Microsoft MSFT Stock Holding History

1858 Wealth Management’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
2025
Q3 		$8.66M Buy
16,720
+91
+0.5% +$46.4K 6.08% 1
2025
Q2 		$8.27M Buy
16,629
+268
+2% +$116K 6.1% 1
2025
Q1 		$6.14M Buy
16,361
+151
+0.9% +$61.6K 5.2% 2
2024
Q4 		$6.83M Buy
16,210
+185
+1% +$78.8K 5.41% 2
2024
Q3 		$6.9M Buy
16,025
+764
+5% +$327K 5.67% 2
2024
Q2 		$6.82M Buy
15,261
+150
+1% +$63.3K 5.66% 1
2024
Q1 		$5.68M Hold
15,111
– – 5.39% 1
2023
Q4 		$5.68M Buy
+15,111
New +$5.38M 5.39% 1

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

1858 Wealth Management's MSFT Position: Q3 2025 in Review

1858 Wealth Management increased its Microsoft (MSFT) stake by 0.55% in Q3 2025, buying an estimated $46.4K and bringing the position to 16,720 shares worth $8.66M. The position accounts for 6.08% of the portfolio, ranked #1.

1858 Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 8 quarters since. 5,849 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • 1858 Wealth Management held 16,720 shares of Microsoft worth $8.66M as of Q3 2025.
  • 1858 Wealth Management bought 91 Microsoft shares in Q3 2025, an estimated $46.4K.
  • Microsoft made up 6.08% of 1858 Wealth Management's portfolio in Q3 2025, its #1 holding.
  • 1858 Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 8 quarters since.
  • 5,849 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.