Cooksen Wealth’s Microsoft MSFT Stock Holding History

Cooksen Wealth’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	–	Sell	-229	Closed	-$114K	–	72
2025 Q2	$114K	Hold	229	–	–	0.09%	51
2025 Q1	$96.3K	Buy	+229	New	+$93.4K	0.1%	55
2024 Q1	–	Sell	-229	Closed	-$86.1K	–	77
2023 Q4	$86.1K	Buy	+229	New	+$81.5K	0.1%	56

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

Cooksen Wealth's MSFT Position: Q3 2025 in Review

Cooksen Wealth sold out of Microsoft (MSFT) in Q3 2025, closing a stake of 229 shares — an estimated $114K sold.

Cooksen Wealth first reported a position in MSFT in Q4 2023 and held it in 3 quarters. The position peaked at $114K in Q2 2025. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

Cooksen Wealth reported no remaining Microsoft position as of Q3 2025 after selling out during the quarter.
Cooksen Wealth sold 229 Microsoft shares in Q3 2025, an estimated $114K.
Cooksen Wealth first reported a position in Microsoft in Q4 2023 and held it in 3 quarters.
Cooksen Wealth's Microsoft position peaked at $114K in Q2 2025.
5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Cooksen Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.