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Clear Rock Advisors’s Microsoft MSFT Stock Holding History

Clear Rock 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
2024
Q2 		$4.34M Buy
9,711
+87
+0.9% +$36.7K 1.85% 9
2024
Q1 		$4.05M Buy
9,624
+90
+0.9% +$36.4K 1.76% 10
2023
Q4 		$4.01M Buy
+9,534
New +$3.39M 1.81% 10

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Clear Rock Advisors's MSFT Position: Q2 2024 in Review

Clear Rock Advisors increased its Microsoft (MSFT) stake by 0.9% in Q2 2024, buying an estimated $36.7K and bringing the position to 9,711 shares worth $4.34M. The position accounts for 1.85% of the portfolio, ranked #9.

Clear Rock Advisors first reported a position in MSFT in Q4 2023 and has held it in 3 quarters since. 5,253 funds tracked by Wall St. Rank hold MSFT as of Q2 2024.

  • Clear Rock Advisors held 9,711 shares of Microsoft worth $4.34M as of Q2 2024.
  • Clear Rock Advisors bought 87 Microsoft shares in Q2 2024, an estimated $36.7K.
  • Microsoft made up 1.85% of Clear Rock Advisors's portfolio in Q2 2024, its #9 holding.
  • Clear Rock Advisors first reported a position in Microsoft in Q4 2023 and has held it in 3 quarters since.
  • 5,253 funds tracked by Wall St. Rank held Microsoft as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.