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Alpha Cubed Investments’s Microsoft MSFT Stock Holding History

Alpha Cubed Investments’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
2019
Q2 		– Sell
-100
Closed -$2K – 263
2019
Q1 		$2K Buy
+100
New +$10.9K ﹤0.01% 245

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Alpha Cubed Investments's MSFT Position: Q4 2025 in Review

Alpha Cubed Investments increased its Microsoft (MSFT) stake by 4.3% in Q4 2025, buying an estimated $6.25M and bringing the position to 304,424 shares worth $147M. The position accounts for 5.04% of the portfolio, ranked #3.

Alpha Cubed Investments first reported a position in MSFT in Q4 2013 and has held it in 49 quarters since. The position peaked at $151M in Q3 2025. 6,291 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Alpha Cubed Investments held 304,424 shares of Microsoft worth $147M as of Q4 2025.
  • Alpha Cubed Investments bought 12,464 Microsoft shares in Q4 2025, an estimated $6.25M.
  • Microsoft made up 5.04% of Alpha Cubed Investments's portfolio in Q4 2025, its #3 holding.
  • Alpha Cubed Investments first reported a position in Microsoft in Q4 2013 and has held it in 49 quarters since.
  • Alpha Cubed Investments's Microsoft position peaked at $151M in Q3 2025.
  • 6,291 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.