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Clearview Wealth Advisors’s Microsoft MSFT Stock Holding History

Clearview 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
Q4 		$2.02M Sell
4,168
-338
-8% -$169K 1.28% 20
2025
Q3 		$2.33M Sell
4,506
-87
-2% -$44.4K 1.49% 18
2025
Q2 		$2.28M Sell
4,593
-3
-0.1% -$1.3K 1.59% 18
2025
Q1 		$1.73M Sell
4,596
-48
-1% -$19.6K 1.29% 18
2024
Q4 		$1.96M Sell
4,644
-37
-0.8% -$15.8K 1.49% 15
2024
Q3 		$2.01M Sell
4,681
-169
-3% -$72.2K 1.55% 15
2024
Q2 		$2.17M Sell
4,850
-506
-9% -$214K 1.89% 13
2024
Q1 		$2.25M Sell
5,356
-249
-4% -$101K 2.3% 9
2023
Q4 		$2.11M Buy
5,605
+9
+0.2% +$3.2K 2.46% 5
2023
Q3 		$1.77M Sell
5,596
-243
-4% -$80.3K 2.19% 7
2023
Q2 		$1.99M Sell
5,839
-109
-2% -$34.2K 2.02% 9
2023
Q1 		$1.71M Sell
5,948
-1,593
-21% -$406K 1.74% 9
2022
Q4 		$1.81M Sell
7,541
-237
-3% -$56.9K 1.4% 14
2022
Q3 		$1.81M Hold
7,778
– – 1.44% 13
2022
Q2 		$2M Buy
7,778
+53
+0.7% +$14.4K 1.5% 13
2022
Q1 		$2.38M Sell
7,725
-1,919
-20% -$577K 1.56% 12
2021
Q4 		$3.24M Sell
9,644
-741
-7% -$240K 1.98% 11
2021
Q3 		$2.93M Buy
10,385
+352
+4% +$102K 1.85% 11
2021
Q2 		$2.72M Sell
10,033
-182
-2% -$46.3K 1.68% 12
2021
Q1 		$2.41M Buy
10,215
+4
+0% +$928 1.56% 13
2020
Q4 		$2.27M Buy
+10,211
New +$2.2M 1.53% 15

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Clearview Wealth Advisors's MSFT Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its Microsoft (MSFT) stake by 7.5% in Q4 2025, selling an estimated $169K and leaving 4,168 shares worth $2.02M. The position accounts for 1.28% of the portfolio, ranked #20.

Clearview Wealth Advisors first reported a position in MSFT in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.24M in Q4 2021. 6,290 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Clearview Wealth Advisors held 4,168 shares of Microsoft worth $2.02M as of Q4 2025.
  • Clearview Wealth Advisors sold 338 Microsoft shares in Q4 2025, an estimated $169K.
  • Microsoft made up 1.28% of Clearview Wealth Advisors's portfolio in Q4 2025, its #20 holding.
  • Clearview Wealth Advisors first reported a position in Microsoft in Q4 2020 and has held it in 21 quarters since.
  • Clearview Wealth Advisors's Microsoft position peaked at $3.24M in Q4 2021.
  • 6,290 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.