GFG
MSFT icon

Greenberg Financial Group’s Microsoft MSFT Stock Holding History

Greenberg Financial 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
Q2 		$187K Hold
500
– – 0.07% 113
2025
Q1 		$185K Buy
+500
New +$204K 0.08% 103

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

Greenberg Financial Group's MSFT Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Microsoft (MSFT) in Q4 2025: 19,777 shares worth $9.56M. The stake represents 3.94% of the portfolio and ranks #8 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in MSFT as recently as Q2 2025.

Greenberg Financial Group first reported a position in MSFT in Q1 2025 and has held it in 3 quarters since. 6,294 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Greenberg Financial Group held 19,777 shares of Microsoft worth $9.56M as of Q4 2025.
  • Microsoft was a new Greenberg Financial Group position in Q4 2025.
  • Microsoft made up 3.94% of Greenberg Financial Group's portfolio in Q4 2025, its #8 holding.
  • Greenberg Financial Group first reported a position in Microsoft in Q1 2025 and has held it in 3 quarters since.
  • 6,294 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.