Alpha Wealth Funds’s Microsoft MSFT Stock Holding History

Alpha Wealth Funds’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	-1,506	Closed	-$640K	–	55
2024 Q4	$640K	Buy	+1,506	New	+$641K	0.62%	27

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

Alpha Wealth Funds's MSFT Position: Q1 2025 in Review

Alpha Wealth Funds sold out of Microsoft (MSFT) in Q1 2025, closing a stake of 1,506 shares — an estimated $640K sold.

Alpha Wealth Funds first reported a position in MSFT in Q4 2024 and held it in 1 quarter. The position peaked at $640K in Q4 2024. 5,765 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

Alpha Wealth Funds reported no remaining Microsoft position as of Q1 2025 after selling out during the quarter.
Alpha Wealth Funds sold 1,506 Microsoft shares in Q1 2025, an estimated $640K.
Alpha Wealth Funds first reported a position in Microsoft in Q4 2024 and held it in 1 quarter.
Alpha Wealth Funds's Microsoft position peaked at $640K in Q4 2024.
5,765 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on Alpha Wealth Funds's 13F filing for Q1 2025, filed 10 Apr 2025.