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Capital A Wealth Management’s Microsoft MSFT Stock Holding History

Capital A Wealth Management’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 		$283K Sell
753
-2,675
-78% -$1.16M 3.17% 1
2025
Q1 		$1.29M Sell
3,428
-58
-2% -$23.6K 1.35% 13
2024
Q4 		$1.47M Buy
+3,486
New +$1.48M 2.44% 8

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

Capital A Wealth Management's MSFT Position: Q2 2025 in Review

Capital A Wealth Management reduced its Microsoft (MSFT) stake by 78% in Q2 2025, selling an estimated $1.16M and leaving 753 shares worth $283K. The position accounts for 3.17% of the portfolio, ranked #1.

Capital A Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.47M in Q4 2024. 5,814 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

  • Capital A Wealth Management held 753 shares of Microsoft worth $283K as of Q2 2025.
  • Capital A Wealth Management sold 2,675 Microsoft shares in Q2 2025, an estimated $1.16M.
  • Microsoft made up 3.17% of Capital A Wealth Management's portfolio in Q2 2025, its #1 holding.
  • Capital A Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Microsoft position peaked at $1.47M in Q4 2024.
  • 5,814 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.