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Copperwynd Financial’s Microsoft MSFT Stock Holding History

Copperwynd Financial’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 		$5.43M Sell
10,917
-142
-1% -$61.7K 1.35% 18
2025
Q1 		$4.15M Sell
11,059
-985
-8% -$402K 1.15% 16
2024
Q4 		$5.08M Buy
12,044
+3,098
+35% +$1.32M 1.4% 16
2024
Q3 		$3.85M Buy
8,946
+956
+12% +$409K 1.16% 15
2024
Q2 		$3.34M Buy
7,990
+1,036
+15% +$438K 1.09% 17
2024
Q1 		$2.93M Buy
6,954
+977
+16% +$396K 1.05% 16
2023
Q4 		$2.25M Sell
5,977
-61
-1% -$21.7K 0.89% 18
2023
Q3 		$1.91M Sell
6,038
-295
-5% -$97.5K 0.9% 18
2023
Q2 		$2.16M Buy
6,333
+1
+0% +$313 1% 18
2023
Q1 		$1.83M Buy
6,332
+979
+18% +$250K 0.93% 26
2022
Q4 		$1.28M Sell
5,353
-250
-4% -$60K 0.72% 33
2022
Q3 		$1.3M Sell
5,603
-40
-0.7% -$10.6K 0.75% 30
2022
Q2 		$1.45M Sell
5,643
-234
-4% -$63.5K 0.85% 29
2022
Q1 		$1.81M Sell
5,877
-348
-6% -$105K 0.75% 31
2021
Q4 		$2.09M Buy
6,225
+458
+8% +$148K 0.79% 17
2021
Q3 		$1.63M Buy
5,767
+2,443
+73% +$711K 0.67% 21
2021
Q2 		$901K Buy
3,324
+636
+24% +$162K 0.38% 39
2021
Q1 		$634K Buy
2,688
+290
+12% +$67.3K 0.28% 54
2020
Q4 		$533K Buy
2,398
+392
+20% +$84.3K 0.26% 65
2020
Q3 		$422K Buy
2,006
+419
+26% +$88K 0.22% 74
2020
Q2 		$323K Buy
+1,587
New +$288K 0.19% 84

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Copperwynd Financial's MSFT Position: Q2 2025 in Review

Copperwynd Financial reduced its Microsoft (MSFT) stake by 1.3% in Q2 2025, selling an estimated $61.7K and leaving 10,917 shares worth $5.43M. The position accounts for 1.35% of the portfolio, ranked #18.

Copperwynd Financial first reported a position in MSFT in Q2 2020 and has held it in 21 quarters since. 5,815 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

  • Copperwynd Financial held 10,917 shares of Microsoft worth $5.43M as of Q2 2025.
  • Copperwynd Financial sold 142 Microsoft shares in Q2 2025, an estimated $61.7K.
  • Microsoft made up 1.35% of Copperwynd Financial's portfolio in Q2 2025, its #18 holding.
  • Copperwynd Financial first reported a position in Microsoft in Q2 2020 and has held it in 21 quarters since.
  • 5,815 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.