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Criterion Capital Advisors’s Microsoft MSFT Stock Holding History

Criterion Capital Advisors’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
2024
Q4 		$3.62M Hold
8,106
– – 2.28% 10
2024
Q3 		$3.62M Hold
8,106
– – 2.28% 10
2024
Q2 		$3.62M Buy
8,106
+45
+0.6% +$19K 2.28% 10
2024
Q1 		$3.39M Sell
8,061
-416
-5% -$168K 2.26% 9
2023
Q4 		$3.19M Buy
+8,477
New +$3.02M 2.32% 8

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Criterion Capital Advisors's MSFT Position: Q4 2024 in Review

Criterion Capital Advisors held its Microsoft (MSFT) position steady in Q4 2024 at 8,106 shares worth $3.62M. The position accounts for 2.28% of the portfolio, ranked #10.

Criterion Capital Advisors first reported a position in MSFT in Q4 2023 and has held it in 5 quarters since. 5,859 funds tracked by Wall St. Rank hold MSFT as of Q4 2024.

  • Criterion Capital Advisors held 8,106 shares of Microsoft worth $3.62M as of Q4 2024.
  • Criterion Capital Advisors left its Microsoft share count unchanged in Q4 2024.
  • Microsoft made up 2.28% of Criterion Capital Advisors's portfolio in Q4 2024, its #10 holding.
  • Criterion Capital Advisors first reported a position in Microsoft in Q4 2023 and has held it in 5 quarters since.
  • 5,859 funds tracked by Wall St. Rank held Microsoft as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.