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Anderson Financial Strategies’s Microsoft MSFT Stock Holding History

Anderson Financial Strategies’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
Q2 		– Sell
-238
Closed -$89.3K – 146
2025
Q1 		$89.3K Buy
238
+200
+526% +$81.5K 0.05% 88
2024
Q4 		$16K Buy
+38
New +$16.2K 0.01% 82

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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

Anderson Financial Strategies's MSFT Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Microsoft (MSFT) in Q2 2025, closing a stake of 238 shares — an estimated $89.3K sold.

Anderson Financial Strategies first reported a position in MSFT in Q4 2024 and held it in 2 quarters. The position peaked at $89.3K in Q1 2025. 5,814 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Microsoft position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 238 Microsoft shares in Q2 2025, an estimated $89.3K.
  • Anderson Financial Strategies first reported a position in Microsoft in Q4 2024 and held it in 2 quarters.
  • Anderson Financial Strategies's Microsoft position peaked at $89.3K in Q1 2025.
  • 5,814 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.