Certus Wealth Management’s Microsoft MSFT Stock Holding History

Certus 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 Q3	$445K	Buy	859 +38	+5%	+$19.4K	0.27%	49
2025 Q2	$409K	Hold	821	–	–	0.26%	45
2025 Q1	$369K	Hold	821	–	–	0.25%	45
2024 Q4	$339K	Sell	821 -33	-4%	-$14.1K	0.23%	46
2024 Q3	$368K	Hold	854	–	–	0.26%	42
2024 Q2	$382K	Hold	854	–	–	0.29%	46
2024 Q1	$347K	Buy	+854	New	+$346K	0.28%	45
2023 Q3	–	Sell	-834	Closed	-$284K	–	60
2023 Q2	$284K	Buy	+834	New	+$261K	0.28%	52

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Certus Wealth Management's MSFT Position: Q3 2025 in Review

Certus Wealth Management increased its Microsoft (MSFT) stake by 4.6% in Q3 2025, buying an estimated $19.4K and bringing the position to 859 shares worth $445K. The position accounts for 0.27% of the portfolio, ranked #49.

Certus Wealth Management first reported a position in MSFT in Q2 2023 and has held it in 8 quarters since. 5,849 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

Certus Wealth Management held 859 shares of Microsoft worth $445K as of Q3 2025.
Certus Wealth Management bought 38 Microsoft shares in Q3 2025, an estimated $19.4K.
Microsoft made up 0.27% of Certus Wealth Management's portfolio in Q3 2025, its #49 holding.
Certus Wealth Management first reported a position in Microsoft in Q2 2023 and has held it in 8 quarters since.
5,849 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.