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Divergent Planning’s Microsoft MSFT Stock Holding History

Divergent 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
Q4 		$715K Sell
1,513
-169
-10% -$84.7K 0.18% 18
2025
Q3 		$870K Sell
1,682
-124
-7% -$63.3K 0.23% 16
2025
Q2 		$888K Sell
1,806
-110
-6% -$47.8K 0.26% 16
2025
Q1 		$732K Buy
1,916
+482
+34% +$197K 0.24% 14
2024
Q4 		$601K Hold
1,434
– – 0.21% 15
2024
Q3 		$596K Buy
1,434
+687
+92% +$294K 0.22% 15
2024
Q2 		$344K Hold
747
– – 0.14% 20
2024
Q1 		$317K Buy
+747
New +$302K 0.13% 18

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Divergent Planning's MSFT Position: Q4 2025 in Review

Divergent Planning reduced its Microsoft (MSFT) stake by 10% in Q4 2025, selling an estimated $84.7K and leaving 1,513 shares worth $715K. The position accounts for 0.18% of the portfolio, ranked #18.

Divergent Planning first reported a position in MSFT in Q1 2024 and has held it in 8 quarters since. The position peaked at $888K in Q2 2025. 6,310 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Divergent Planning held 1,513 shares of Microsoft worth $715K as of Q4 2025.
  • Divergent Planning sold 169 Microsoft shares in Q4 2025, an estimated $84.7K.
  • Microsoft made up 0.18% of Divergent Planning's portfolio in Q4 2025, its #18 holding.
  • Divergent Planning first reported a position in Microsoft in Q1 2024 and has held it in 8 quarters since.
  • Divergent Planning's Microsoft position peaked at $888K in Q2 2025.
  • 6,310 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.