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Balanced Wealth Group’s Microsoft MSFT Stock Holding History

Balanced Wealth Group’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 		$802K Buy
2,167
+3
+0.1% +$1.25K 0.29% 34
2025
Q4 		$1.12M Sell
2,164
-71
-3% -$35.6K 0.41% 28
2025
Q3 		$1.1M Buy
2,235
+58
+3% +$29.6K 0.48% 26
2025
Q2 		$1.16M Buy
2,177
+38
+2% +$16.5K 0.5% 26
2025
Q1 		$803K Buy
2,139
+2
+0.1% +$815 0.39% 30
2024
Q4 		$887K Buy
2,137
+2
+0.1% +$852 0.4% 30
2024
Q3 		$919K Buy
2,135
+1
+0% +$427 0.41% 29
2024
Q2 		$974K Sell
2,134
-256
-11% -$108K 0.44% 28
2024
Q1 		$985K Sell
2,390
-60
-2% -$24.3K 0.44% 29
2023
Q4 		$921K Buy
+2,450
New +$872K 0.48% 30

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T 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 $1.56T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return