Intermede Investment Partners’s Microsoft MSFT Stock Holding History

Intermede Investment 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	–	Sell	-618,545	Closed	-$261M	–	36
2024 Q4	$261M	Sell	618,545 -114,407	-16%	-$48.7M	6.96%	1
2024 Q3	$315M	Sell	732,952 -13,886	-2%	-$5.94M	6.58%	1
2024 Q2	$334M	Sell	746,838 -49,470	-6%	-$20.9M	7.05%	1
2024 Q1	$335M	Buy	796,308 +10,337	+1%	+$4.18M	6.83%	1
2023 Q4	$296M	Buy	785,971 +26,933	+4%	+$9.59M	6.71%	1
2023 Q3	$240M	Sell	759,038 -30,078	-4%	-$9.94M	6.14%	3
2023 Q2	$269M	Sell	789,116 -834	-0.1%	-$261K	6.27%	2
2023 Q1	$228M	Buy	789,950 +3,223	+0.4%	+$822K	5.58%	2
2022 Q4	$189M	Buy	786,727 +17,542	+2%	+$4.21M	5.27%	6
2022 Q3	$179M	Buy	769,185 +37,930	+5%	+$10M	5.02%	6
2022 Q2	$188M	Buy	+731,255	New	+$198M	5.21%	5

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

Norges Bank Oslo, Norway $935B AUM

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

Intermede Investment Partners's MSFT Position: Q1 2025 in Review

Intermede Investment Partners sold out of Microsoft (MSFT) in Q1 2025, closing a stake of 618,545 shares — an estimated $261M sold.

Intermede Investment Partners first reported a position in MSFT in Q2 2022 and held it in 11 quarters. The position peaked at $335M in Q1 2024. 5,764 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

Intermede Investment Partners reported no remaining Microsoft position as of Q1 2025 after selling out during the quarter.
Intermede Investment Partners sold 618,545 Microsoft shares in Q1 2025, an estimated $261M.
Intermede Investment Partners first reported a position in Microsoft in Q2 2022 and held it in 11 quarters.
Intermede Investment Partners's Microsoft position peaked at $335M in Q1 2024.
5,764 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on Intermede Investment Partners's 13F filing for Q1 2025, filed 15 May 2025.