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Copperleaf Capital’s Microsoft MSFT Stock Holding History

Copperleaf Capital’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 		$3.13M Sell
6,048
-255
-4% -$130K 1.5% 18
2025
Q2 		$3.14M Sell
6,303
-272
-4% -$118K 1.59% 15
2025
Q1 		$2.47M Buy
6,575
+104
+2% +$42.4K 1.48% 17
2024
Q4 		$2.73M Buy
6,471
+805
+14% +$343K 1.73% 14
2024
Q3 		$2.44M Sell
5,666
-16
-0.3% -$6.84K 1.87% 13
2024
Q2 		$2.54M Buy
5,682
+174
+3% +$73.5K 2.03% 12
2024
Q1 		$2.32M Sell
5,508
-977
-15% -$396K 2.01% 11
2023
Q4 		$2.44M Sell
6,485
-1,247
-16% -$444K 2.48% 8
2023
Q3 		$2.44M Sell
7,732
-1,068
-12% -$353K 2.64% 8
2023
Q2 		$3M Sell
8,800
-1,973
-18% -$618K 2.81% 9
2023
Q1 		$3.11M Sell
10,773
-76
-0.7% -$19.4K 3.09% 5
2022
Q4 		$2.6M Sell
10,849
-2,530
-19% -$607K 2.99% 7
2022
Q3 		$3.12M Buy
13,379
+2,684
+25% +$709K 3.37% 6
2022
Q2 		$2.75M Buy
10,695
+123
+1% +$33.4K 2.78% 11
2022
Q1 		$3.26M Buy
10,572
+350
+3% +$105K 2.89% 10
2021
Q4 		$3.44M Sell
10,222
-758
-7% -$246K 2.97% 8
2021
Q3 		$3.1M Sell
10,980
-404
-4% -$118K 2.98% 10
2021
Q2 		$3.08M Sell
11,384
-125
-1% -$31.8K 3.02% 9
2021
Q1 		$2.71M Buy
11,509
+815
+8% +$189K 2.9% 10
2020
Q4 		$2.38M Sell
10,694
-856
-7% -$184K 2.03% 15
2020
Q3 		$2.43M Sell
11,550
-33
-0.3% -$6.93K 2.34% 14
2020
Q2 		$2.36M Sell
11,583
-644
-5% -$117K 2.44% 13
2020
Q1 		$1.93M Sell
12,227
-314
-3% -$51.6K 2.32% 13
2019
Q4 		$1.98M Buy
+12,541
New +$1.84M 2.01% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Copperleaf Capital's MSFT Position: Q3 2025 in Review

Copperleaf Capital reduced its Microsoft (MSFT) stake by 4% in Q3 2025, selling an estimated $130K and leaving 6,048 shares worth $3.13M. The position accounts for 1.5% of the portfolio, ranked #18.

Copperleaf Capital first reported a position in MSFT in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.44M in Q4 2021. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • Copperleaf Capital held 6,048 shares of Microsoft worth $3.13M as of Q3 2025.
  • Copperleaf Capital sold 255 Microsoft shares in Q3 2025, an estimated $130K.
  • Microsoft made up 1.5% of Copperleaf Capital's portfolio in Q3 2025, its #18 holding.
  • Copperleaf Capital first reported a position in Microsoft in Q4 2019 and has held it in 24 quarters since.
  • Copperleaf Capital's Microsoft position peaked at $3.44M in Q4 2021.
  • 5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.