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GPS Wealth Strategies Group’s Microsoft MSFT Stock Holding History

GPS Wealth Strategies Group’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 		$3.05M Sell
6,299
-29,121
-82% -$14.6M 2.59% 7
2025
Q3 		$18.3M Sell
35,420
-340
-1% -$173K 1.94% 10
2025
Q2 		$17.8M Sell
35,760
-3,085
-8% -$1.34M 2.05% 10
2025
Q1 		$14.6M Sell
38,845
-16,481
-30% -$6.72M 1.97% 10
2024
Q4 		$23.3M Sell
55,326
-3,623
-6% -$1.54M 2.99% 7
2024
Q3 		$25.4M Sell
58,949
-1,819
-3% -$778K 3.38% 7
2024
Q2 		$27.2M Buy
60,768
+1,006
+2% +$425K 4.08% 7
2024
Q1 		$25.1M Buy
59,762
+4,883
+9% +$1.98M 4.07% 6
2023
Q4 		$20.6M Buy
54,879
+1,709
+3% +$608K 3.77% 7
2023
Q3 		$16.8M Buy
53,170
+1,859
+4% +$614K 3.22% 7
2023
Q2 		$17.5M Buy
51,311
+553
+1% +$173K 3.25% 6
2023
Q1 		$14.6M Sell
50,758
-3,913
-7% -$998K 3.03% 6
2022
Q4 		$13.1M Sell
54,671
-990
-2% -$238K 3.94% 6
2022
Q3 		$13M Buy
55,661
+346
+0.6% +$91.4K 3.27% 5
2022
Q2 		$14.2M Sell
55,315
-811
-1% -$220K 3.65% 5
2022
Q1 		$17.3M Buy
56,126
+1,491
+3% +$449K 3.91% 6
2021
Q4 		$18.4M Buy
54,635
+650
+1% +$211K 4.05% 5
2021
Q3 		$15.2M Buy
53,985
+1,605
+3% +$467K 3.77% 6
2021
Q2 		$14.2M Buy
52,380
+1,017
+2% +$259K 3.6% 6
2021
Q1 		$12.1M Buy
51,363
+252
+0.5% +$58.5K 3.57% 6
2020
Q4 		$11.4M Sell
51,111
-104
-0.2% -$22.4K 3.99% 6
2020
Q3 		$10.8M Buy
+51,215
New +$10.8M 4.34% 6

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

GPS Wealth Strategies Group's MSFT Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Microsoft (MSFT) stake by 82% in Q4 2025, selling an estimated $14.6M and leaving 6,299 shares worth $3.05M. The position accounts for 2.59% of the portfolio, ranked #7.

GPS Wealth Strategies Group first reported a position in MSFT in Q3 2020 and has held it in 22 quarters since. The position peaked at $27.2M in Q2 2024. 6,294 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • GPS Wealth Strategies Group held 6,299 shares of Microsoft worth $3.05M as of Q4 2025.
  • GPS Wealth Strategies Group sold 29,121 Microsoft shares in Q4 2025, an estimated $14.6M.
  • Microsoft made up 2.59% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #7 holding.
  • GPS Wealth Strategies Group first reported a position in Microsoft in Q3 2020 and has held it in 22 quarters since.
  • GPS Wealth Strategies Group's Microsoft position peaked at $27.2M in Q2 2024.
  • 6,294 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.