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Counterpoint Mutual Funds’s Microsoft MSFT Stock Holding History

Counterpoint Mutual Funds’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 		– Sell
-4,460
Closed -$2.31M – 452
2025
Q3 		$2.31M Buy
+4,460
New +$2.28M 0.18% 48
2024
Q4 		– Sell
-1,800
Closed -$775K – 362
2024
Q3 		$775K Buy
+1,800
New +$769K 0.15% 50

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

Counterpoint Mutual Funds's MSFT Position: Q4 2025 in Review

Counterpoint Mutual Funds sold out of Microsoft (MSFT) in Q4 2025, closing a stake of 4,460 shares — an estimated $2.31M sold.

Counterpoint Mutual Funds first reported a position in MSFT in Q3 2024 and held it in 2 quarters. The position peaked at $2.31M in Q3 2025. 6,291 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Counterpoint Mutual Funds reported no remaining Microsoft position as of Q4 2025 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 4,460 Microsoft shares in Q4 2025, an estimated $2.31M.
  • Counterpoint Mutual Funds first reported a position in Microsoft in Q3 2024 and held it in 2 quarters.
  • Counterpoint Mutual Funds's Microsoft position peaked at $2.31M in Q3 2025.
  • 6,291 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2025, filed 12 Feb 2026.