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Defined Financial Planning’s Microsoft MSFT Stock Holding History

Defined Financial Planning’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
Q3 		$3.1M Sell
5,912
-219
-4% -$112K 2.57% 15
2025
Q2 		$3.1M Buy
6,131
+194
+3% +$84.2K 2.75% 13
2025
Q1 		$2.27M Sell
5,937
-1,193
-17% -$486K 2.3% 14
2024
Q4 		$3.01M Buy
+7,130
New +$3.04M 3.21% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Defined Financial Planning's MSFT Position: Q3 2025 in Review

Defined Financial Planning reduced its Microsoft (MSFT) stake by 3.6% in Q3 2025, selling an estimated $112K and leaving 5,912 shares worth $3.1M. The position accounts for 2.57% of the portfolio, ranked #15.

Defined Financial Planning first reported a position in MSFT in Q4 2024 and has held it in 4 quarters since. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • Defined Financial Planning held 5,912 shares of Microsoft worth $3.1M as of Q3 2025.
  • Defined Financial Planning sold 219 Microsoft shares in Q3 2025, an estimated $112K.
  • Microsoft made up 2.57% of Defined Financial Planning's portfolio in Q3 2025, its #15 holding.
  • Defined Financial Planning first reported a position in Microsoft in Q4 2024 and has held it in 4 quarters since.
  • 5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.