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Gitterman Wealth Management’s Microsoft MSFT Stock Holding History

Gitterman 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 		$6.88M Buy
13,290
+2,049
+18% +$1.05M 1.58% 10
2025
Q2 		$5.59M Sell
11,241
-5
-0% -$2.17K 1.3% 10
2025
Q1 		$4.22M Buy
11,246
+27
+0.2% +$11K 1.12% 11
2024
Q4 		$4.73M Sell
11,219
-616
-5% -$262K 1.98% 6
2024
Q3 		$5.09M Sell
11,835
-162
-1% -$69.2K 2.12% 6
2024
Q2 		$5.36M Sell
11,997
-23
-0.2% -$9.71K 2.07% 6
2024
Q1 		$5.06M Sell
12,020
-1,040
-8% -$421K 1.96% 6
2023
Q4 		$4.91M Sell
13,060
-28
-0.2% -$9.97K 2.19% 4
2023
Q3 		$4.13M Buy
13,088
+753
+6% +$249K 1.96% 4
2023
Q2 		$4.2M Buy
12,335
+500
+4% +$157K 1.96% 4
2023
Q1 		$3.41M Hold
11,835
– – 1.62% 5
2022
Q4 		$2.84M Sell
11,835
-94
-0.8% -$22.6K 1.42% 6
2022
Q3 		$2.78M Buy
11,929
+319
+3% +$84.2K 2.87% 4
2022
Q2 		$2.98M Sell
11,610
-880
-7% -$239K 2.79% 4
2022
Q1 		$3.85M Buy
12,490
+783
+7% +$236K 3.1% 4
2021
Q4 		$3.94M Hold
11,707
– – 2.92% 4
2021
Q3 		$3.3M Sell
11,707
-300
-2% -$87.3K 2.65% 5
2021
Q2 		$3.25M Buy
12,007
+300
+3% +$76.3K 2.63% 6
2021
Q1 		$2.76M Buy
+11,707
New +$2.72M 1.78% 9

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

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

Gitterman Wealth Management increased its Microsoft (MSFT) stake by 18% in Q3 2025, buying an estimated $1.05M and bringing the position to 13,290 shares worth $6.88M. The position accounts for 1.58% of the portfolio, ranked #10.

Gitterman Wealth Management first reported a position in MSFT in Q1 2021 and has held it in 19 quarters since. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • Gitterman Wealth Management held 13,290 shares of Microsoft worth $6.88M as of Q3 2025.
  • Gitterman Wealth Management bought 2,049 Microsoft shares in Q3 2025, an estimated $1.05M.
  • Microsoft made up 1.58% of Gitterman Wealth Management's portfolio in Q3 2025, its #10 holding.
  • Gitterman Wealth Management first reported a position in Microsoft in Q1 2021 and has held it in 19 quarters since.
  • 5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.