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Grunden Financial Advisory’s Microsoft MSFT Stock Holding History

Grunden Financial Advisory’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 		$213K Sell
442
-169
-28% -$84.7K 0.08% 31
2025
Q3 		$316K Hold
611
– – 0.13% 22
2025
Q2 		$304K Hold
611
– – 0.13% 24
2025
Q1 		$229K Buy
611
+2
+0.3% +$815 0.11% 23
2024
Q4 		$257K Buy
+609
New +$259K 0.12% 21
2024
Q3 		– Sell
-453
Closed -$203K – 27
2024
Q2 		$203K Buy
+453
New +$191K 0.11% 24

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Grunden Financial Advisory's MSFT Position: Q4 2025 in Review

Grunden Financial Advisory reduced its Microsoft (MSFT) stake by 28% in Q4 2025, selling an estimated $84.7K and leaving 442 shares worth $213K. The position accounts for 0.08% of the portfolio, ranked #31.

Grunden Financial Advisory first reported a position in MSFT in Q2 2024 and has held it in 6 quarters since. The position peaked at $316K in Q3 2025. 6,310 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Grunden Financial Advisory held 442 shares of Microsoft worth $213K as of Q4 2025.
  • Grunden Financial Advisory sold 169 Microsoft shares in Q4 2025, an estimated $84.7K.
  • Microsoft made up 0.08% of Grunden Financial Advisory's portfolio in Q4 2025, its #31 holding.
  • Grunden Financial Advisory first reported a position in Microsoft in Q2 2024 and has held it in 6 quarters since.
  • Grunden Financial Advisory's Microsoft position peaked at $316K in Q3 2025.
  • 6,310 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.