Hel Ved Capital Management’s Microsoft MSFT Stock Holding History

Hel Ved Capital 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	–	Sell	-2,300	Closed	-$1.14M	–	99
2025 Q2	$1.14M	Buy	+2,300	New	+$999K	0.3%	56
2024 Q3	–	Sell	-16,915	Closed	-$7.56M	–	62
2024 Q2	$7.56M	Sell	16,915 -50	-0.3%	-$21.1K	2.06%	15
2024 Q1	$7.14M	Sell	16,965 -45,090	-73%	-$18.3M	1.77%	17
2023 Q4	$23.3M	Sell	62,055 -62,448	-50%	-$22.2M	6.73%	5
2023 Q3	$39.3M	Buy	124,503 +29,728	+31%	+$9.82M	12.98%	2
2023 Q2	$32.3M	Sell	94,775 -50,100	-35%	-$15.7M	11.85%	3
2023 Q1	$41.8M	Buy	+144,875	New	+$37M	20.71%	2

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Hel Ved Capital Management's MSFT Position: Q3 2025 in Review

Hel Ved Capital Management sold out of Microsoft (MSFT) in Q3 2025, closing a stake of 2,300 shares — an estimated $1.14M sold.

Hel Ved Capital Management first reported a position in MSFT in Q1 2023 and held it in 7 quarters. The position peaked at $41.8M in Q1 2023. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

Hel Ved Capital Management reported no remaining Microsoft position as of Q3 2025 after selling out during the quarter.
Hel Ved Capital Management sold 2,300 Microsoft shares in Q3 2025, an estimated $1.14M.
Hel Ved Capital Management first reported a position in Microsoft in Q1 2023 and held it in 7 quarters.
Hel Ved Capital Management's Microsoft position peaked at $41.8M in Q1 2023.
5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Hel Ved Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.