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Financial Advocates Investment Management’s Microsoft MSFT Stock Holding History

Financial Advocates Investment Management’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 		$2.36M Sell
4,562
-48,106
-91% -$24.5M 1.33% 25
2025
Q2 		$26.2M Buy
52,668
+23,990
+84% +$10.4M 2.13% 5
2025
Q1 		$10.8M Sell
28,678
-87,744
-75% -$35.8M 0.75% 28
2024
Q4 		$49.1M Sell
116,422
-3,774
-3% -$1.61M 2.79% 4
2024
Q3 		$51.7M Buy
120,196
+1,025
+0.9% +$438K 2.92% 4
2024
Q2 		$53.3M Sell
119,171
-10,192
-8% -$4.3M 3.3% 4
2024
Q1 		$54.4M Sell
129,363
-5,471
-4% -$2.21M 3.15% 3
2023
Q4 		$50.7M Buy
134,834
+1,968
+1% +$700K 3.32% 2
2023
Q3 		$42M Buy
132,866
+1,682
+1% +$556K 3.02% 2
2023
Q2 		$44.7M Sell
131,184
-5,893
-4% -$1.85M 3.19% 2
2023
Q1 		$39.5M Buy
137,077
+4,553
+3% +$1.16M 2.84% 2
2022
Q4 		$31.8M Buy
132,524
+19,236
+17% +$4.62M 2.37% 3
2022
Q3 		$26M Sell
113,288
-21,214
-16% -$5.6M 2.15% 3
2022
Q2 		$34.5M Buy
134,502
+8,409
+7% +$2.28M 2.8% 2
2022
Q1 		$38.9M Sell
126,093
-4,390
-3% -$1.32M 2.56% 3
2021
Q4 		$43.9M Sell
130,483
-11,165
-8% -$3.62M 2.76% 2
2021
Q3 		$39.9M Sell
141,648
-3,765
-3% -$1.1M 2.7% 2
2021
Q2 		$39.4M Buy
145,413
+5,784
+4% +$1.47M 2.63% 2
2021
Q1 		$32.9M Buy
139,629
+859
+0.6% +$199K 2.33% 2
2020
Q4 		$30.9M Buy
138,770
+7,523
+6% +$1.62M 2.11% 4
2020
Q3 		$27.6M Buy
131,247
+10,831
+9% +$2.27M 2.36% 3
2020
Q2 		$24.5M Buy
120,416
+13,853
+13% +$2.51M 2.32% 3
2020
Q1 		$15.7M Sell
106,563
-32
-0% -$5.26K 2.24% 2
2019
Q4 		$16.8M Sell
106,595
-392
-0.4% -$57.6K 1.79% 6
2019
Q3 		$14.9M Buy
106,987
+4,487
+4% +$617K 1.7% 6
2019
Q2 		$13.7M Buy
102,500
+2,896
+3% +$368K 1.59% 8
2019
Q1 		$11.7M Sell
99,604
-3,703
-4% -$404K 1.46% 9
2018
Q4 		$10.5M Sell
103,307
-17,227
-14% -$1.85M 1.43% 11
2018
Q3 		$13.8M Buy
120,534
+4,320
+4% +$468K 1.54% 10
2018
Q2 		$11.6M Buy
116,214
+2,223
+2% +$215K 1.41% 12
2018
Q1 		$10.4M Buy
113,991
+16,343
+17% +$1.49M 1.35% 12
2017
Q4 		$8.35M Buy
+97,648
New +$8.01M 1.14% 17

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 $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 Advocates Investment Management's MSFT Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Microsoft (MSFT) stake by 91% in Q3 2025, selling an estimated $24.5M and leaving 4,562 shares worth $2.36M. The position accounts for 1.33% of the portfolio, ranked #25.

Financial Advocates Investment Management first reported a position in MSFT in Q4 2017 and has held it in 32 quarters since. The position peaked at $54.4M in Q1 2024. 5,852 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • Financial Advocates Investment Management held 4,562 shares of Microsoft worth $2.36M as of Q3 2025.
  • Financial Advocates Investment Management sold 48,106 Microsoft shares in Q3 2025, an estimated $24.5M.
  • Microsoft made up 1.33% of Financial Advocates Investment Management's portfolio in Q3 2025, its #25 holding.
  • Financial Advocates Investment Management first reported a position in Microsoft in Q4 2017 and has held it in 32 quarters since.
  • Financial Advocates Investment Management's Microsoft position peaked at $54.4M in Q1 2024.
  • 5,852 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.