Crown Oak Advisors’s Microsoft MSFT Stock Holding History

Crown Oak 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
2025 Q1	–	Sell	-895	Closed	-$377K	–	25
2024 Q4	$377K	Buy	+895	New	+$381K	0.19%	25

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Crown Oak Advisors's MSFT Position: Q1 2025 in Review

Crown Oak Advisors sold out of Microsoft (MSFT) in Q1 2025, closing a stake of 895 shares — an estimated $377K sold.

Crown Oak Advisors first reported a position in MSFT in Q4 2024 and held it in 1 quarter. The position peaked at $377K in Q4 2024. 5,765 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

Crown Oak Advisors reported no remaining Microsoft position as of Q1 2025 after selling out during the quarter.
Crown Oak Advisors sold 895 Microsoft shares in Q1 2025, an estimated $377K.
Crown Oak Advisors first reported a position in Microsoft in Q4 2024 and held it in 1 quarter.
Crown Oak Advisors's Microsoft position peaked at $377K in Q4 2024.
5,765 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on Crown Oak Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.