Congress Wealth Management’s Microsoft MSFT Stock Holding History

Congress 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	$244M	Buy	490,591 +78,719	+19%	+$34.2M	2.36%	3
2025 Q1	$156M	Buy	411,872 +113,974	+38%	+$46.5M	1.86%	3
2024 Q4	$126M	Sell	297,898 -22,216	-7%	-$9.46M	1.73%	4
2024 Q3	$138M	Buy	320,114 +78,303	+32%	+$33.5M	1.84%	4
2024 Q2	$108M	Buy	241,811 +68,172	+39%	+$28.8M	1.72%	7
2024 Q1	$73.1M	Sell	173,639 -14,319	-8%	-$5.8M	1.26%	13
2023 Q4	$70.7M	Buy	187,958 +19,031	+11%	+$6.77M	1.3%	14
2023 Q3	$53.3M	Buy	168,927 +5,473	+3%	+$1.81M	1.1%	17
2023 Q2	$55.7M	Buy	163,454 +58	+0%	+$18.2K	1.29%	15
2023 Q1	$47.1M	Buy	163,396 +885	+0.5%	+$226K	1.14%	18
2022 Q4	$39M	Buy	162,511 +2,323	+1%	+$557K	1%	18
2022 Q3	$37.3M	Buy	160,188 +1,929	+1%	+$509K	1.01%	18
2022 Q2	$40.6M	Sell	158,259 -3,573	-2%	-$970K	1.04%	18
2022 Q1	$49.9M	Sell	161,832 -8,506	-5%	-$2.56M	1.09%	20
2021 Q4	$57.3M	Buy	+170,338	New	+$55.2M	1.14%	17

Other funds holding MSFT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Congress Wealth Management's MSFT Position: Q2 2025 in Review

Congress Wealth Management increased its Microsoft (MSFT) stake by 19% in Q2 2025, buying an estimated $34.2M and bringing the position to 490,591 shares worth $244M. The position accounts for 2.36% of the portfolio, ranked #3.

Congress Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 15 quarters since. 5,825 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

Congress Wealth Management held 490,591 shares of Microsoft worth $244M as of Q2 2025.
Congress Wealth Management bought 78,719 Microsoft shares in Q2 2025, an estimated $34.2M.
Microsoft made up 2.36% of Congress Wealth Management's portfolio in Q2 2025, its #3 holding.
Congress Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 15 quarters since.
5,825 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.