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Financial Advisors’s Microsoft MSFT Stock Holding History

Financial Advisors’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 		$7.77M Buy
14,999
+91
+0.6% +$46.4K 1.38% 9
2025
Q2 		$7.42M Buy
14,908
+1
+0% +$434 1.38% 8
2025
Q1 		$5.6M Sell
14,907
-165
-1% -$67.3K 1.1% 10
2024
Q4 		$6.35M Buy
15,072
+16
+0.1% +$6.82K 1.22% 10
2024
Q3 		$6.48M Buy
15,056
+15
+0.1% +$6.41K 1.23% 8
2024
Q2 		$6.72M Sell
15,041
-6,358
-30% -$2.69M 1.37% 8
2024
Q1 		$9M Buy
21,399
+1
+0% +$405 1.86% 7
2023
Q4 		$8.05M Buy
21,398
+295
+1% +$105K 1.8% 7
2023
Q3 		$6.66M Buy
21,103
+506
+2% +$167K 1.65% 7
2023
Q2 		$7.01M Buy
20,597
+164
+0.8% +$51.4K 1.67% 7
2023
Q1 		$5.89M Buy
20,433
+1
+0% +$255 1.49% 7
2022
Q4 		$4.9M Sell
20,432
-986
-5% -$237K 1.34% 8
2022
Q3 		$4.83M Sell
21,418
-130
-0.6% -$34.3K 1.68% 7
2022
Q2 		$5.53M Buy
21,548
+89
+0.4% +$24.2K 1.95% 7
2022
Q1 		$6.62M Buy
21,459
+1
+0% +$301 2.06% 7
2021
Q4 		$7.22M Buy
21,458
+141
+0.7% +$45.7K 2.2% 7
2021
Q3 		$6.01M Buy
21,317
+366
+2% +$106K 2.03% 6
2021
Q2 		$5.68M Sell
20,951
-76
-0.4% -$19.3K 1.99% 6
2021
Q1 		$4.96M Buy
21,027
+459
+2% +$106K 1.98% 6
2020
Q4 		$4.58M Buy
20,568
+608
+3% +$131K 2.03% 6
2020
Q3 		$4.2M Buy
19,960
+314
+2% +$66K 2.21% 6
2020
Q2 		$4M Sell
19,646
-49
-0.2% -$8.89K 2.23% 5
2020
Q1 		$3.11M Sell
19,695
-13
-0.1% -$2.14K 2.1% 6
2019
Q4 		$3.11M Sell
19,708
-45
-0.2% -$6.61K 1.76% 6
2019
Q3 		$2.75M Sell
19,753
-699
-3% -$96.1K 1.68% 6
2019
Q2 		$2.74M Buy
20,452
+446
+2% +$56.6K 1.76% 6
2019
Q1 		$2.36M Sell
20,006
-315
-2% -$34.4K 1.61% 8
2018
Q4 		$2.06M Buy
+20,321
New +$2.18M 1.68% 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

Financial Advisors's MSFT Position: Q3 2025 in Review

Financial Advisors increased its Microsoft (MSFT) stake by 0.61% in Q3 2025, buying an estimated $46.4K and bringing the position to 14,999 shares worth $7.77M. The position accounts for 1.38% of the portfolio, ranked #9.

Financial Advisors first reported a position in MSFT in Q4 2018 and has held it in 28 quarters since. The position peaked at $9M in Q1 2024. 5,849 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • Financial Advisors held 14,999 shares of Microsoft worth $7.77M as of Q3 2025.
  • Financial Advisors bought 91 Microsoft shares in Q3 2025, an estimated $46.4K.
  • Microsoft made up 1.38% of Financial Advisors's portfolio in Q3 2025, its #9 holding.
  • Financial Advisors first reported a position in Microsoft in Q4 2018 and has held it in 28 quarters since.
  • Financial Advisors's Microsoft position peaked at $9M in Q1 2024.
  • 5,849 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.