Accredited Investor Services’s Microsoft MSFT Stock Holding History

Accredited Investor Services’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 Q1	–	Sell	-4,341	Closed	-$1.83M	–	89
2024 Q4	$1.83M	Buy	+4,341	New	+$1.85M	1.46%	9

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accredited Investor Services's MSFT Position: Q1 2025 in Review

Accredited Investor Services sold out of Microsoft (MSFT) in Q1 2025, closing a stake of 4,341 shares — an estimated $1.83M sold.

Accredited Investor Services first reported a position in MSFT in Q4 2024 and held it in 1 quarter. The position peaked at $1.83M in Q4 2024. 5,765 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

Accredited Investor Services reported no remaining Microsoft position as of Q1 2025 after selling out during the quarter.
Accredited Investor Services sold 4,341 Microsoft shares in Q1 2025, an estimated $1.83M.
Accredited Investor Services first reported a position in Microsoft in Q4 2024 and held it in 1 quarter.
Accredited Investor Services's Microsoft position peaked at $1.83M in Q4 2024.
5,765 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on Accredited Investor Services's 13F filing for Q1 2025, filed 2 May 2025.