Financial Designs’s Microsoft MSFT Stock Holding History

Financial Designs’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	-477	Closed	-$237K	–	30
2025 Q2	$237K	Buy	+477	New	+$207K	0.15%	34

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Financial Designs's MSFT Position: Q3 2025 in Review

Financial Designs sold out of Microsoft (MSFT) in Q3 2025, closing a stake of 477 shares — an estimated $237K sold.

Financial Designs first reported a position in MSFT in Q2 2025 and held it in 1 quarter. The position peaked at $237K in Q2 2025. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

Financial Designs reported no remaining Microsoft position as of Q3 2025 after selling out during the quarter.
Financial Designs sold 477 Microsoft shares in Q3 2025, an estimated $237K.
Financial Designs first reported a position in Microsoft in Q2 2025 and held it in 1 quarter.
Financial Designs's Microsoft position peaked at $237K in Q2 2025.
5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Financial Designs's 13F filing for Q3 2025, filed 10 Nov 2025.