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Aquire Wealth Advisors’s Microsoft MSFT Stock Holding History

Aquire Wealth 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
2026
Q1 		$418K Buy
1,128
+365
+48% +$153K 0.11% 34
2025
Q4 		$369K Sell
763
-44
-5% -$22K 0.1% 36
2025
Q3 		$418K Buy
807
+85
+12% +$43.4K 0.1% 35
2025
Q2 		$359K Sell
722
-4
-0.6% -$1.74K 0.1% 37
2025
Q1 		$273K Buy
726
+18
+3% +$7.34K 0.08% 43
2024
Q4 		$299K Sell
708
-8
-1% -$3.41K 0.09% 38
2024
Q3 		$308K Buy
716
+24
+3% +$10.3K 0.1% 38
2024
Q2 		$309K Buy
692
+82
+13% +$34.6K 0.1% 37
2024
Q1 		$257K Buy
+610
New +$247K 0.09% 40
2022
Q1 		– Sell
-276
Closed -$93K – 159
2021
Q4 		$93K Buy
+276
New +$89.5K 0.05% 66

Other funds holding MSFT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return