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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
2026
Q2 		$481K Buy
+50
New +$20.2K 0.26% 32

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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. 5,771 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.
  • 5,771 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.