Jordan Park Group’s Microsoft MSFT Stock Holding History

Jordan Park Group’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	-1,100	Closed	-$464K	–	70
2024 Q4	$464K	Hold	1,100	–	–	0.03%	59
2024 Q3	$473K	Buy	+1,100	New	+$470K	0.03%	60
2021 Q1	–	Sell	-1,177	Closed	-$262K	–	47
2020 Q4	$262K	Buy	+1,177	New	+$253K	1.2%	18
2019 Q3	–	Sell	-5,927	Closed	-$794K	–	40
2019 Q2	$794K	Buy	+5,927	New	+$752K	0.07%	27
2018 Q4	–	Sell	-2,064	Closed	-$236K	–	31
2018 Q3	$236K	Buy	+2,064	New	+$224K	0.04%	22
2018 Q1	–	Sell	-5,706	Closed	-$488K	–	29
2017 Q4	$488K	Buy	+5,706	New	+$468K	0.11%	16

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

Jordan Park Group's MSFT Position: Q1 2025 in Review

Jordan Park Group sold out of Microsoft (MSFT) in Q1 2025, closing a stake of 1,100 shares — an estimated $464K sold.

Jordan Park Group first reported a position in MSFT in Q4 2017 and held it in 6 quarters. The position peaked at $794K in Q2 2019. 5,764 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

Jordan Park Group reported no remaining Microsoft position as of Q1 2025 after selling out during the quarter.
Jordan Park Group sold 1,100 Microsoft shares in Q1 2025, an estimated $464K.
Jordan Park Group first reported a position in Microsoft in Q4 2017 and held it in 6 quarters.
Jordan Park Group's Microsoft position peaked at $794K in Q2 2019.
5,764 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on Jordan Park Group's 13F filing for Q1 2025, filed 29 Apr 2025.