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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
2024
Q4 		– Sell
-1,100
Closed -$473K – 793
2024
Q3 		$473K Buy
+1,100
New +$470K 0.03% 471

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 $1.88T 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 $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 $484B AUM 34.9% 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. 5,854 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.
  • 5,854 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.