Carlsbad Wealth Advisory Group’s Microsoft MSFT Stock Holding History

Carlsbad Wealth Advisory 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
2023 Q2	$430K	Buy	+1,263	New	+$396K	0.28%	31

Other funds holding MSFT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Carlsbad Wealth Advisory Group's MSFT Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Microsoft (MSFT) in Q2 2023: 1,263 shares worth $430K. The stake represents 0.28% of the portfolio and ranks #31 among its holdings.

4,805 funds tracked by Wall St. Rank hold MSFT as of Q2 2023.

Carlsbad Wealth Advisory Group held 1,263 shares of Microsoft worth $430K as of Q2 2023.
Microsoft was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Microsoft made up 0.28% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #31 holding.
4,805 funds tracked by Wall St. Rank held Microsoft as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.