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FSA Wealth Management’s Microsoft MSFT Stock Holding History

FSA 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
2025
Q3 		$2.1M Sell
4,053
-451
-10% -$230K 0.77% 13
2025
Q2 		$2.24M Sell
4,504
-197
-4% -$85.6K 0.87% 13
2025
Q1 		$1.76M Buy
4,701
+294
+7% +$120K 0.75% 13
2024
Q4 		$1.86M Sell
4,407
-183
-4% -$77.9K 0.75% 13
2024
Q3 		$1.98M Buy
+4,590
New +$1.96M 0.79% 13
2024
Q1 		$1.89M Buy
4,481
+123
+3% +$49.8K 0.82% 13
2023
Q4 		$1.64M Buy
4,358
+55
+1% +$19.6K 0.78% 13
2023
Q3 		$1.36M Buy
4,303
+222
+5% +$73.4K 0.76% 14
2023
Q2 		$1.39M Sell
4,081
-284
-7% -$89K 0.75% 14
2023
Q1 		$1.26M Sell
4,365
-284
-6% -$72.4K 0.73% 14
2022
Q4 		$1.11M Buy
4,649
+204
+5% +$49K 0.65% 16
2022
Q3 		$1.03M Buy
+4,445
New +$1.17M 0.72% 16
2022
Q2 		– Sell
-4,115
Closed -$1.38M – 39
2022
Q1 		$1.38M Hold
4,115
– – 0.81% 16
2021
Q4 		$1.38M Buy
4,115
+50
+1% +$16.2K 0.81% 16
2021
Q3 		$1.15M Hold
4,065
– – 0.71% 19
2021
Q2 		$1.1M Hold
4,065
– – 0.69% 17
2021
Q1 		$958K Sell
4,065
-748
-16% -$174K 0.64% 18
2020
Q4 		$1.07M Buy
4,813
+30
+0.6% +$6.45K 0.54% 17
2020
Q3 		$1.01M Sell
4,783
-370
-7% -$77.7K 0.65% 17
2020
Q2 		$1.05M Sell
5,153
-690
-12% -$125K 0.71% 18
2020
Q1 		$921K Sell
5,843
-800
-12% -$132K 0.77% 17
2019
Q4 		$1.05M Buy
+6,643
New +$976K 0.74% 17

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
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

FSA Wealth Management's MSFT Position: Q3 2025 in Review

FSA Wealth Management reduced its Microsoft (MSFT) stake by 10% in Q3 2025, selling an estimated $230K and leaving 4,053 shares worth $2.1M. The position accounts for 0.77% of the portfolio, ranked #13.

FSA Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.24M in Q2 2025. 5,849 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • FSA Wealth Management held 4,053 shares of Microsoft worth $2.1M as of Q3 2025.
  • FSA Wealth Management sold 451 Microsoft shares in Q3 2025, an estimated $230K.
  • Microsoft made up 0.77% of FSA Wealth Management's portfolio in Q3 2025, its #13 holding.
  • FSA Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 22 quarters since.
  • FSA Wealth Management's Microsoft position peaked at $2.24M in Q2 2025.
  • 5,849 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.