Custom Portfolio Group’s Microsoft MSFT Stock Holding History

Custom Portfolio Group’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 Q2	$1.26M	Hold	2,838	–	–	0.99%	14
2024 Q1	$1.19M	Buy	2,838 +23	+0.8%	+$9.31K	0.98%	15
2023 Q4	$1.05M	Buy	+2,815	New	+$1M	0.93%	14

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Custom Portfolio Group's MSFT Position: Q2 2024 in Review

Custom Portfolio Group held its Microsoft (MSFT) position steady in Q2 2024 at 2,838 shares worth $1.26M. The position accounts for 0.99% of the portfolio, ranked #14.

Custom Portfolio Group first reported a position in MSFT in Q4 2023 and has held it in 3 quarters since. 5,261 funds tracked by Wall St. Rank hold MSFT as of Q2 2024.

Custom Portfolio Group held 2,838 shares of Microsoft worth $1.26M as of Q2 2024.
Custom Portfolio Group left its Microsoft share count unchanged in Q2 2024.
Microsoft made up 0.99% of Custom Portfolio Group's portfolio in Q2 2024, its #14 holding.
Custom Portfolio Group first reported a position in Microsoft in Q4 2023 and has held it in 3 quarters since.
5,261 funds tracked by Wall St. Rank held Microsoft as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.