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Kaye Capital Management’s Microsoft MSFT Stock Holding History

Kaye Capital 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
Q2 		$774K Sell
1,556
-48
-3% -$20.8K 0.3% 29
2025
Q1 		$602K Sell
1,604
-99
-6% -$40.4K 0.25% 29
2024
Q4 		$718K Sell
1,703
-168
-9% -$71.6K 0.33% 23
2024
Q3 		$805K Sell
1,871
-30
-2% -$12.8K 0.32% 25
2024
Q2 		$850K Buy
1,901
+58
+3% +$24.5K 0.36% 25
2024
Q1 		$775K Sell
1,843
-36
-2% -$14.6K 0.34% 24
2023
Q4 		$749K Sell
1,879
-132
-7% -$47K 0.34% 24
2023
Q3 		$635K Buy
2,011
+4
+0.2% +$1.32K 0.29% 23
2023
Q2 		$683K Sell
2,007
-48
-2% -$15K 0.33% 22
2023
Q1 		$592K Sell
2,055
-526
-20% -$134K 0.3% 24
2022
Q4 		$619K Buy
+2,581
New +$619K 0.32% 22

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Kaye Capital Management's MSFT Position: Q2 2025 in Review

Kaye Capital Management reduced its Microsoft (MSFT) stake by 3% in Q2 2025, selling an estimated $20.8K and leaving 1,556 shares worth $774K. The position accounts for 0.3% of the portfolio, ranked #29.

Kaye Capital Management first reported a position in MSFT in Q4 2022 and has held it in 11 quarters since. The position peaked at $850K in Q2 2024. 5,814 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

  • Kaye Capital Management held 1,556 shares of Microsoft worth $774K as of Q2 2025.
  • Kaye Capital Management sold 48 Microsoft shares in Q2 2025, an estimated $20.8K.
  • Microsoft made up 0.3% of Kaye Capital Management's portfolio in Q2 2025, its #29 holding.
  • Kaye Capital Management first reported a position in Microsoft in Q4 2022 and has held it in 11 quarters since.
  • Kaye Capital Management's Microsoft position peaked at $850K in Q2 2024.
  • 5,814 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Kaye Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.