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Financial Gravity Companies’s Microsoft MSFT Stock Holding History

Financial Gravity Companies’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
Q2 		$7.36M Buy
+14,803
New +$6.43M 1.45% 21
2024
Q4 		$5.1M Buy
12,098
+410
+4% +$175K 1.16% 24
2024
Q3 		$5.03M Buy
+11,688
New +$5M 1.35% 20
2018
Q4 		$246K Buy
+2,392
New +$256K 0.22% 98
2018
Q1 		$221K Buy
2,360
+761
+48% +$69.6K 0.23% 80
2017
Q4 		$152K Buy
+1,599
New +$131K 0.17% 113

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Gravity Companies's MSFT Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Microsoft (MSFT) in Q2 2025: 14,803 shares worth $7.36M. The stake represents 1.45% of the portfolio and ranks #21 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MSFT as recently as Q4 2024.

Financial Gravity Companies first reported a position in MSFT in Q4 2017 and has held it in 6 quarters since. 5,814 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

  • Financial Gravity Companies held 14,803 shares of Microsoft worth $7.36M as of Q2 2025.
  • Microsoft was a new Financial Gravity Companies position in Q2 2025.
  • Microsoft made up 1.45% of Financial Gravity Companies's portfolio in Q2 2025, its #21 holding.
  • Financial Gravity Companies first reported a position in Microsoft in Q4 2017 and has held it in 6 quarters since.
  • 5,814 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.