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Donoghue Forlines’s Microsoft MSFT Stock Holding History

Donoghue Forlines’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 		– Sell
-5,718
Closed -$2.84M – 121
2025
Q2 		$2.84M Buy
+5,718
New +$2.48M 0.81% 27
2024
Q2 		– Sell
-3,822
Closed -$1.61M – 248
2024
Q1 		$1.61M Buy
3,822
+302
+9% +$122K 0.46% 63
2023
Q4 		$1.32M Buy
+3,520
New +$1.25M 0.41% 69
2023
Q3 		– Sell
-3,678
Closed -$1.25M – 263
2023
Q2 		$1.25M Buy
+3,678
New +$1.15M 0.39% 62
2022
Q3 		– Sell
-2,598
Closed -$667K – 269
2022
Q2 		$667K Buy
2,598
+40
+2% +$10.9K 0.17% 145
2022
Q1 		$789K Sell
2,558
-2,863
-53% -$861K 0.17% 193
2021
Q4 		$1.82M Buy
+5,421
New +$1.76M 0.31% 72

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

Donoghue Forlines's MSFT Position: Q3 2025 in Review

Donoghue Forlines sold out of Microsoft (MSFT) in Q3 2025, closing a stake of 5,718 shares — an estimated $2.84M sold.

Donoghue Forlines first reported a position in MSFT in Q4 2021 and held it in 7 quarters. The position peaked at $2.84M in Q2 2025. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • Donoghue Forlines reported no remaining Microsoft position as of Q3 2025 after selling out during the quarter.
  • Donoghue Forlines sold 5,718 Microsoft shares in Q3 2025, an estimated $2.84M.
  • Donoghue Forlines first reported a position in Microsoft in Q4 2021 and held it in 7 quarters.
  • Donoghue Forlines's Microsoft position peaked at $2.84M in Q2 2025.
  • 5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Donoghue Forlines's 13F filing for Q3 2025, filed 29 Oct 2025.