Wedbush Fund Advisers, LLC’s Microsoft MSFT Stock Holding History

Wedbush Fund Advisers, LLC’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 Q4	$47.5M	Buy	+98,124	New	+$49.2M	4.91%	2

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wedbush Fund Advisers, LLC's MSFT Position: Q4 2025 in Review

Wedbush Fund Advisers, LLC opened a new position in Microsoft (MSFT) in Q4 2025: 98,124 shares worth $47.5M. The stake represents 4.91% of the portfolio and ranks #2 among its holdings.

6,291 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

Wedbush Fund Advisers, LLC held 98,124 shares of Microsoft worth $47.5M as of Q4 2025.
Microsoft was a new Wedbush Fund Advisers, LLC position in Q4 2025.
Microsoft made up 4.91% of Wedbush Fund Advisers, LLC's portfolio in Q4 2025, its #2 holding.
6,291 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Wedbush Fund Advisers, LLC's 13F filing for Q4 2025, filed 23 Jul 2026.