Heritage Wealth Partners’s Microsoft MSFT Stock Holding History

Heritage Wealth Partners’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 Q1	$1.98M	Sell	5,268 -2,188	-29%	-$892K	3.01%	9
2024 Q4	$3.14M	Buy	7,456 +604	+9%	+$257K	3.94%	7
2024 Q3	$2.95M	Sell	6,852 -437	-6%	-$187K	3.47%	9
2024 Q2	$3.26M	Buy	7,289 +36	+0.5%	+$15.2K	4.72%	5
2024 Q1	$2.73M	Hold	7,253	–	–	5.57%	4
2023 Q4	$2.73M	Sell	7,253 -9	-0.1%	-$3.2K	5.57%	4
2023 Q3	$2.29M	Buy	7,262 +1,230	+20%	+$406K	4.89%	6
2023 Q2	$2.05M	Buy	+6,032	New	+$1.89M	1.21%	27
2023 Q1	–	Sell	-6,630	Closed	-$1.61M	–	47
2022 Q4	$1.61M	Buy	+6,630	New	+$1.59M	1.48%	19

Other funds holding MSFT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heritage Wealth Partners's MSFT Position: Q1 2025 in Review

Heritage Wealth Partners reduced its Microsoft (MSFT) stake by 29% in Q1 2025, selling an estimated $892K and leaving 5,268 shares worth $1.98M. The position accounts for 3.01% of the portfolio, ranked #9.

Heritage Wealth Partners first reported a position in MSFT in Q4 2022 and has held it in 9 quarters since. The position peaked at $3.26M in Q2 2024. 5,775 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

Heritage Wealth Partners held 5,268 shares of Microsoft worth $1.98M as of Q1 2025.
Heritage Wealth Partners sold 2,188 Microsoft shares in Q1 2025, an estimated $892K.
Microsoft made up 3.01% of Heritage Wealth Partners's portfolio in Q1 2025, its #9 holding.
Heritage Wealth Partners first reported a position in Microsoft in Q4 2022 and has held it in 9 quarters since.
Heritage Wealth Partners's Microsoft position peaked at $3.26M in Q2 2024.
5,775 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.