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Custos Family Office’s Microsoft MSFT Stock Holding History

Custos Family Office’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 		$1.13M Buy
2,339
+2
+0.1% +$1K 0.77% 21
2025
Q3 		$1.21M Buy
2,337
+212
+10% +$108K 0.68% 21
2025
Q2 		$1.06M Buy
2,125
+631
+42% +$274K 0.34% 34
2025
Q1 		$561K Buy
1,494
+46
+3% +$18.8K 0.2% 38
2024
Q4 		$610K Buy
1,448
+490
+51% +$209K 0.21% 40
2024
Q3 		$412K Buy
958
+7
+0.7% +$2.99K 0.15% 42
2024
Q2 		$425K Sell
951
-39
-4% -$16.5K 0.17% 43
2024
Q1 		$416K Buy
990
+40
+4% +$16.2K 0.21% 30
2023
Q4 		$357K Buy
950
+15
+2% +$5.34K 0.19% 33
2023
Q3 		$295K Buy
935
+13
+1% +$4.3K 0.2% 32
2023
Q2 		$314K Sell
922
-156
-14% -$48.9K 0.2% 34
2023
Q1 		$311K Buy
1,078
+105
+11% +$26.8K 0.22% 29
2022
Q4 		$233K Buy
+973
New +$234K 0.19% 33
2022
Q2 		– Sell
-1,637
Closed -$505K – 28
2022
Q1 		$505K Sell
1,637
-165
-9% -$49.6K 0.41% 14
2021
Q4 		$606K Buy
+1,802
New +$584K 0.54% 16

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

Custos Family Office's MSFT Position: Q4 2025 in Review

Custos Family Office increased its Microsoft (MSFT) stake by 0.09% in Q4 2025, buying an estimated $1K and bringing the position to 2,339 shares worth $1.13M. The position accounts for 0.77% of the portfolio, ranked #21.

Custos Family Office first reported a position in MSFT in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.21M in Q3 2025. 6,294 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Custos Family Office held 2,339 shares of Microsoft worth $1.13M as of Q4 2025.
  • Custos Family Office bought 2 Microsoft shares in Q4 2025, an estimated $1K.
  • Microsoft made up 0.77% of Custos Family Office's portfolio in Q4 2025, its #21 holding.
  • Custos Family Office first reported a position in Microsoft in Q4 2021 and has held it in 15 quarters since.
  • Custos Family Office's Microsoft position peaked at $1.21M in Q3 2025.
  • 6,294 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Custos Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.