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AlphaQ Advisors’s Microsoft MSFT Stock Holding History

AlphaQ Advisors’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 		$893K Sell
2,380
-11
-0.5% -$4.49K 2.14% 16
2024
Q4 		$1.01M Hold
2,391
– – 2.76% 11
2024
Q3 		$1.03M Sell
2,391
-20
-0.8% -$8.55K 2.85% 11
2024
Q2 		$1.08M Sell
2,411
-2,593
-52% -$1.1M 3.14% 12
2024
Q1 		$2.11M Buy
5,004
+353
+8% +$143K 1.27% 24
2023
Q4 		$1.75M Sell
4,651
-2,295
-33% -$817K 1.21% 25
2023
Q3 		$2.19M Sell
6,946
-194
-3% -$64.1K 1.9% 10
2023
Q2 		$2.43M Sell
7,140
-1,976
-22% -$619K 1.79% 9
2023
Q1 		$2.63M Sell
9,116
-838
-8% -$214K 2.23% 7
2022
Q4 		$2.39M Buy
+9,954
New +$2.39M 2.07% 11

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AlphaQ Advisors's MSFT Position: Q1 2025 in Review

AlphaQ Advisors reduced its Microsoft (MSFT) stake by 0.46% in Q1 2025, selling an estimated $4.49K and leaving 2,380 shares worth $893K. The position accounts for 2.14% of the portfolio, ranked #16.

AlphaQ Advisors first reported a position in MSFT in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.63M in Q1 2023. 5,765 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

  • AlphaQ Advisors held 2,380 shares of Microsoft worth $893K as of Q1 2025.
  • AlphaQ Advisors sold 11 Microsoft shares in Q1 2025, an estimated $4.49K.
  • Microsoft made up 2.14% of AlphaQ Advisors's portfolio in Q1 2025, its #16 holding.
  • AlphaQ Advisors first reported a position in Microsoft in Q4 2022 and has held it in 10 quarters since.
  • AlphaQ Advisors's Microsoft position peaked at $2.63M in Q1 2023.
  • 5,765 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on AlphaQ Advisors's 13F filing for Q1 2025, filed 15 May 2025.