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Bordeaux Wealth Advisors’s Microsoft MSFT Stock Holding History

Bordeaux 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
2025
Q2 		$29.6M Buy
59,497
+1,633
+3% +$709K 3.79% 5
2025
Q1 		$21.7M Sell
57,864
-1,239
-2% -$505K 4.02% 5
2024
Q4 		$24.9M Buy
59,103
+675
+1% +$288K 4% 5
2024
Q3 		$25.1M Buy
58,428
+3,016
+5% +$1.29M 4.55% 5
2024
Q2 		$24.8M Buy
55,412
+22,901
+70% +$9.67M 4.72% 5
2024
Q1 		$13.7M Buy
32,511
+7,816
+32% +$3.16M 4.52% 7
2023
Q4 		$9.29M Buy
24,695
+2,307
+10% +$821K 3.14% 9
2023
Q3 		$7.07M Buy
22,388
+670
+3% +$221K 2.86% 10
2023
Q2 		$7.4M Buy
21,718
+4,391
+25% +$1.38M 3.03% 10
2023
Q1 		$5M Buy
17,327
+616
+4% +$157K 2.58% 11
2022
Q4 		$4.01M Sell
16,711
-3,399
-17% -$816K 2.2% 12
2022
Q3 		$4.68M Buy
20,110
+1,257
+7% +$332K 2.94% 10
2022
Q2 		$4.84M Sell
18,853
-575
-3% -$156K 3.34% 9
2022
Q1 		$5.99M Buy
19,428
+1,018
+6% +$306K 3.23% 10
2021
Q4 		$6.19M Buy
18,410
+1,445
+9% +$468K 2.84% 10
2021
Q3 		$4.78M Sell
16,965
-3,558
-17% -$1.04M 2.71% 11
2021
Q2 		$5.56M Buy
20,523
+552
+3% +$140K 3.2% 10
2021
Q1 		$4.71M Sell
19,971
-556
-3% -$129K 3.27% 9
2020
Q4 		$4.57M Buy
+20,527
New +$4.41M 3.43% 7

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

Bordeaux Wealth Advisors's MSFT Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Microsoft (MSFT) stake by 2.8% in Q2 2025, buying an estimated $709K and bringing the position to 59,497 shares worth $29.6M. The position accounts for 3.79% of the portfolio, ranked #5.

Bordeaux Wealth Advisors first reported a position in MSFT in Q4 2020 and has held it in 19 quarters since. 5,815 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

  • Bordeaux Wealth Advisors held 59,497 shares of Microsoft worth $29.6M as of Q2 2025.
  • Bordeaux Wealth Advisors bought 1,633 Microsoft shares in Q2 2025, an estimated $709K.
  • Microsoft made up 3.79% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #5 holding.
  • Bordeaux Wealth Advisors first reported a position in Microsoft in Q4 2020 and has held it in 19 quarters since.
  • 5,815 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.