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Better Money Decisions’s Microsoft MSFT Stock Holding History

Better Money Decisions’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 		$1.74M Buy
3,498
+21
+0.6% +$9.12K 1.06% 19
2025
Q1 		$1.31M Buy
3,477
+718
+26% +$293K 0.87% 22
2024
Q4 		$1.16M Buy
2,759
+284
+11% +$121K 0.81% 26
2024
Q3 		$1.07M Sell
2,475
-22
-0.9% -$9.4K 0.76% 28
2024
Q2 		$1.12M Sell
2,497
-50
-2% -$21.1K 0.84% 25
2024
Q1 		$1.07M Buy
2,547
+101
+4% +$40.9K 0.85% 24
2023
Q4 		$920K Buy
2,446
+110
+5% +$39.2K 0.76% 26
2023
Q3 		$738K Sell
2,336
-116
-5% -$38.3K 0.65% 29
2023
Q2 		$835K Sell
2,452
-247
-9% -$77.4K 0.68% 28
2023
Q1 		$778K Hold
2,699
– – 0.66% 30
2022
Q4 		$647K Buy
2,699
+114
+4% +$27.4K 0.56% 35
2022
Q3 		$602K Buy
2,585
+96
+4% +$25.3K 0.59% 33
2022
Q2 		$639K Buy
2,489
+528
+27% +$143K 0.54% 32
2022
Q1 		$605K Sell
1,961
-55
-3% -$16.5K 0.57% 32
2021
Q4 		$678K Sell
2,016
-603
-23% -$195K 0.57% 32
2021
Q3 		$738K Buy
2,619
+598
+30% +$174K 0.61% 30
2021
Q2 		$547K Buy
2,021
+123
+6% +$31.3K 0.49% 34
2021
Q1 		$447K Buy
+1,898
New +$440K 0.46% 30

Other funds holding MSFT

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

Better Money Decisions's MSFT Position: Q2 2025 in Review

Better Money Decisions increased its Microsoft (MSFT) stake by 0.6% in Q2 2025, buying an estimated $9.12K and bringing the position to 3,498 shares worth $1.74M. The position accounts for 1.06% of the portfolio, ranked #19.

Better Money Decisions first reported a position in MSFT in Q1 2021 and has held it in 18 quarters since. 5,816 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

  • Better Money Decisions held 3,498 shares of Microsoft worth $1.74M as of Q2 2025.
  • Better Money Decisions bought 21 Microsoft shares in Q2 2025, an estimated $9.12K.
  • Microsoft made up 1.06% of Better Money Decisions's portfolio in Q2 2025, its #19 holding.
  • Better Money Decisions first reported a position in Microsoft in Q1 2021 and has held it in 18 quarters since.
  • 5,816 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.