Fortress Wealth Management’s Microsoft MSFT Stock Holding History

Fortress Wealth 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	-521	Closed	-$225K	–	74
2024 Q3	$225K	Sell	521 -373	-42%	-$159K	0.11%	66
2024 Q2	$400K	Buy	894 +208	+30%	+$87.8K	0.2%	53
2024 Q1	$289K	Buy	+686	New	+$278K	0.15%	58
2022 Q2	–	Sell	-1,404	Closed	-$433K	–	63
2022 Q1	$433K	Buy	1,404 +150	+12%	+$45.1K	0.33%	37
2021 Q4	$422K	Buy	+1,254	New	+$407K	0.32%	36

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Fortress Wealth Management's MSFT Position: Q4 2024 in Review

Fortress Wealth Management sold out of Microsoft (MSFT) in Q4 2024, closing a stake of 521 shares — an estimated $225K sold.

Fortress Wealth Management first reported a position in MSFT in Q4 2021 and held it in 5 quarters. The position peaked at $433K in Q1 2022. 5,859 funds tracked by Wall St. Rank hold MSFT as of Q4 2024.

Fortress Wealth Management reported no remaining Microsoft position as of Q4 2024 after selling out during the quarter.
Fortress Wealth Management sold 521 Microsoft shares in Q4 2024, an estimated $225K.
Fortress Wealth Management first reported a position in Microsoft in Q4 2021 and held it in 5 quarters.
Fortress Wealth Management's Microsoft position peaked at $433K in Q1 2022.
5,859 funds tracked by Wall St. Rank held Microsoft as of Q4 2024.

Based on Fortress Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.