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Kanen Wealth Management’s Microsoft MSFT Stock Holding History

Kanen Wealth 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
Q4 		– Sell
-509
Closed -$264K – 38
2025
Q3 		$264K Hold
509
– – 0.09% 28
2025
Q2 		$253K Buy
+509
New +$221K 0.1% 26
2025
Q1 		– Sell
-521
Closed -$224K – 28
2024
Q4 		$224K Hold
521
– – 0.08% 25
2024
Q3 		$224K Hold
521
– – 0.12% 18
2024
Q2 		$233K Sell
521
-509
-49% -$215K 0.14% 19
2024
Q1 		$447K Buy
+1,030
New +$417K 0.14% 19

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kanen Wealth Management's MSFT Position: Q4 2025 in Review

Kanen Wealth Management sold out of Microsoft (MSFT) in Q4 2025, closing a stake of 509 shares — an estimated $264K sold.

Kanen Wealth Management first reported a position in MSFT in Q1 2024 and held it in 6 quarters. The position peaked at $447K in Q1 2024. 6,310 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Kanen Wealth Management reported no remaining Microsoft position as of Q4 2025 after selling out during the quarter.
  • Kanen Wealth Management sold 509 Microsoft shares in Q4 2025, an estimated $264K.
  • Kanen Wealth Management first reported a position in Microsoft in Q1 2024 and held it in 6 quarters.
  • Kanen Wealth Management's Microsoft position peaked at $447K in Q1 2024.
  • 6,310 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Kanen Wealth Management's 13F filing for Q4 2025, filed 18 Feb 2026.