Kathleen S. Wright Associates’s Microsoft MSFT Stock Holding History

Kathleen S. Wright Associates’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 Q3	$992K	Buy	1,915 +12	+0.6%	+$6.12K	0.37%	53
2025 Q2	$947K	Hold	1,903	–	–	0.37%	52
2025 Q1	$714K	Buy	1,903 +1,212	+175%	+$494K	0.3%	63
2024 Q4	$292K	Hold	691	–	–	0.12%	95
2024 Q3	$294K	Buy	691 +136	+25%	+$58.1K	0.12%	98
2024 Q2	$249K	Sell	555 -90	-14%	-$38K	0.11%	100
2024 Q1	$272K	Buy	645 +413	+178%	+$167K	0.13%	95
2023 Q4	$87.2K	Buy	232 +143	+161%	+$50.9K	0.04%	110
2023 Q3	$28.1K	Hold	89	–	–	0.02%	134
2023 Q2	$30.3K	Hold	89	–	–	0.02%	116
2023 Q1	$25.7K	Hold	89	–	–	0.02%	116
2022 Q4	$21K	Hold	89	–	–	0.01%	135
2022 Q3	$21K	Buy	89 +87	+4,350%	+$23K	0.02%	128
2022 Q2	$1K	Buy	+2	New	+$543	﹤0.01%	145
2022 Q1	–	Sell	-57	Closed	-$19K	–	154
2021 Q4	$19K	Buy	+57	New	+$18.5K	0.01%	119

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kathleen S. Wright Associates's MSFT Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its Microsoft (MSFT) stake by 0.63% in Q3 2025, buying an estimated $6.12K and bringing the position to 1,915 shares worth $992K. The position accounts for 0.37% of the portfolio, ranked #53.

Kathleen S. Wright Associates first reported a position in MSFT in Q4 2021 and has held it in 15 quarters since. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

Kathleen S. Wright Associates held 1,915 shares of Microsoft worth $992K as of Q3 2025.
Kathleen S. Wright Associates bought 12 Microsoft shares in Q3 2025, an estimated $6.12K.
Microsoft made up 0.37% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #53 holding.
Kathleen S. Wright Associates first reported a position in Microsoft in Q4 2021 and has held it in 15 quarters since.
5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.