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Josh Arnold Investment Consultant’s Microsoft MSFT Stock Holding History

Josh Arnold Investment Consultant’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
2024
Q4 		– Sell
-667
Closed -$287K – 21
2024
Q3 		$287K Sell
667
-595
-47% -$254K 0.23% 23
2024
Q2 		$564K Buy
1,262
+20
+2% +$8.45K 0.47% 15
2024
Q1 		$523K Buy
1,242
+525
+73% +$213K 0.55% 7
2023
Q4 		$270K Sell
717
-50
-7% -$17.8K 0.26% 16
2023
Q3 		$247K Sell
767
-50
-6% -$16.5K 0.26% 17
2023
Q2 		$278K Buy
817
+50
+7% +$15.7K 0.27% 16
2023
Q1 		$221K Buy
+767
New +$196K 0.26% 11
2022
Q2 		– Sell
-757
Closed -$233K – 25
2022
Q1 		$233K Sell
757
-185
-20% -$55.7K 0.22% 19
2021
Q4 		$317K Buy
+942
New +$305K 0.29% 10

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Josh Arnold Investment Consultant's MSFT Position: Q4 2024 in Review

Josh Arnold Investment Consultant sold out of Microsoft (MSFT) in Q4 2024, closing a stake of 667 shares — an estimated $287K sold.

Josh Arnold Investment Consultant first reported a position in MSFT in Q4 2021 and held it in 9 quarters. The position peaked at $564K in Q2 2024. 5,859 funds tracked by Wall St. Rank hold MSFT as of Q4 2024.

  • Josh Arnold Investment Consultant reported no remaining Microsoft position as of Q4 2024 after selling out during the quarter.
  • Josh Arnold Investment Consultant sold 667 Microsoft shares in Q4 2024, an estimated $287K.
  • Josh Arnold Investment Consultant first reported a position in Microsoft in Q4 2021 and held it in 9 quarters.
  • Josh Arnold Investment Consultant's Microsoft position peaked at $564K in Q2 2024.
  • 5,859 funds tracked by Wall St. Rank held Microsoft as of Q4 2024.

Based on Josh Arnold Investment Consultant's 13F filing for Q4 2024, filed 18 Feb 2025.