GF
MSFT icon

Gries Financial’s Microsoft MSFT Stock Holding History

Gries Financial’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 		$11.9M Buy
22,993
+807
+4% +$412K 1.88% 8
2025
Q2 		$11M Buy
22,186
+1,519
+7% +$660K 2.01% 8
2025
Q1 		$7.76M Sell
20,667
-964
-4% -$393K 1.5% 10
2024
Q4 		$9.12M Buy
21,631
+640
+3% +$273K 1.62% 11
2024
Q3 		$9.03M Buy
20,991
+1,308
+7% +$559K 1.69% 9
2024
Q2 		$8.8M Sell
19,683
-8,543
-30% -$3.61M 1.81% 10
2024
Q1 		$11.9M Buy
28,226
+4,066
+17% +$1.65M 1.98% 8
2023
Q4 		$9.09M Buy
24,160
+1,197
+5% +$426K 2% 9
2023
Q3 		$7.25M Buy
22,963
+7,154
+45% +$2.36M 1.95% 7
2023
Q2 		$5.38M Buy
15,809
+49
+0.3% +$15.4K 1.49% 11
2023
Q1 		$4.54M Sell
15,760
-231
-1% -$58.9K 1.34% 12
2022
Q4 		$3.83M Buy
15,991
+957
+6% +$230K 1.27% 15
2022
Q3 		$3.5M Buy
15,034
+89
+0.6% +$23.5K 1.48% 11
2022
Q2 		$3.84M Buy
14,945
+396
+3% +$107K 1.83% 8
2022
Q1 		$4.49M Sell
14,549
-984
-6% -$296K 1.65% 7
2021
Q4 		$5.22M Sell
15,533
-340
-2% -$110K 2.13% 6
2021
Q3 		$4.47M Sell
15,873
-5,529
-26% -$1.61M 1.4% 12
2021
Q2 		$6.13M Buy
21,402
+23
+0.1% +$5.85K 1.97% 7
2021
Q1 		$5.2M Buy
+21,379
New +$4.96M 1.66% 8

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Gries Financial's MSFT Position: Q3 2025 in Review

Gries Financial increased its Microsoft (MSFT) stake by 3.6% in Q3 2025, buying an estimated $412K and bringing the position to 22,993 shares worth $11.9M. The position accounts for 1.88% of the portfolio, ranked #8.

Gries Financial first reported a position in MSFT in Q1 2021 and has held it in 19 quarters since. 5,860 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • Gries Financial held 22,993 shares of Microsoft worth $11.9M as of Q3 2025.
  • Gries Financial bought 807 Microsoft shares in Q3 2025, an estimated $412K.
  • Microsoft made up 1.88% of Gries Financial's portfolio in Q3 2025, its #8 holding.
  • Gries Financial first reported a position in Microsoft in Q1 2021 and has held it in 19 quarters since.
  • 5,860 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.