Anchor Pointe Wealth Management’s Microsoft MSFT Stock Holding History

Anchor Pointe Wealth Management’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
2024 Q4	$1.53M	Buy	+3,592	New	+$1.53M	1.98%	16

Other funds holding MSFT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Anchor Pointe Wealth Management's MSFT Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in Microsoft (MSFT) in Q4 2024: 3,592 shares worth $1.53M. The stake represents 1.98% of the portfolio and ranks #16 among its holdings.

5,869 funds tracked by Wall St. Rank hold MSFT as of Q4 2024.

Anchor Pointe Wealth Management held 3,592 shares of Microsoft worth $1.53M as of Q4 2024.
Microsoft was a new Anchor Pointe Wealth Management position in Q4 2024.
Microsoft made up 1.98% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #16 holding.
5,869 funds tracked by Wall St. Rank held Microsoft as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.