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FullCircle Wealth’s Microsoft MSFT Stock Holding History

FullCircle Wealth’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 		$8.25M Buy
16,041
+92
+0.6% +$46.9K 2.91% 2
2025
Q2 		$8.54M Buy
15,949
+343
+2% +$149K 3.19% 1
2025
Q1 		$6.1M Buy
15,606
+966
+7% +$394K 2.51% 5
2024
Q4 		$6.01M Buy
14,640
+182
+1% +$77.5K 2.46% 5
2024
Q3 		$6.17M Buy
14,458
+324
+2% +$138K 2.77% 4
2024
Q2 		$6.06M Buy
+14,134
New +$5.97M 2.97% 3

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

FullCircle Wealth's MSFT Position: Q3 2025 in Review

FullCircle Wealth increased its Microsoft (MSFT) stake by 0.58% in Q3 2025, buying an estimated $46.9K and bringing the position to 16,041 shares worth $8.25M. The position accounts for 2.91% of the portfolio, ranked #2.

FullCircle Wealth first reported a position in MSFT in Q2 2024 and has held it in 6 quarters since. The position peaked at $8.54M in Q2 2025. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • FullCircle Wealth held 16,041 shares of Microsoft worth $8.25M as of Q3 2025.
  • FullCircle Wealth bought 92 Microsoft shares in Q3 2025, an estimated $46.9K.
  • Microsoft made up 2.91% of FullCircle Wealth's portfolio in Q3 2025, its #2 holding.
  • FullCircle Wealth first reported a position in Microsoft in Q2 2024 and has held it in 6 quarters since.
  • FullCircle Wealth's Microsoft position peaked at $8.54M in Q2 2025.
  • 5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.