Bawa N Mallick Trust’s Microsoft MSFT Stock Holding History

Bawa N Mallick Trust’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 Q4	–	Sell	-400	Closed	-$207K	–	75
2025 Q3	$207K	Buy	+400	New	+$204K	0.08%	74

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bawa N Mallick Trust's MSFT Position: Q4 2025 in Review

Bawa N Mallick Trust sold out of Microsoft (MSFT) in Q4 2025, closing a stake of 400 shares — an estimated $207K sold.

Bawa N Mallick Trust first reported a position in MSFT in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 6,310 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

Bawa N Mallick Trust reported no remaining Microsoft position as of Q4 2025 after selling out during the quarter.
Bawa N Mallick Trust sold 400 Microsoft shares in Q4 2025, an estimated $207K.
Bawa N Mallick Trust first reported a position in Microsoft in Q3 2025 and held it in 1 quarter.
Bawa N Mallick Trust's Microsoft position peaked at $207K in Q3 2025.
6,310 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Bawa N Mallick Trust's 13F filing for Q4 2025, filed 12 Mar 2026.