Keating Wealth Management’s Microsoft MSFT Stock Holding History

Keating 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
2024 Q1	$494K	Hold	1,175	–	–	0.3%	26
2023 Q4	$442K	Buy	+1,175	New	+$418K	0.3%	26

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Keating Wealth Management's MSFT Position: Q1 2024 in Review

Keating Wealth Management held its Microsoft (MSFT) position steady in Q1 2024 at 1,175 shares worth $494K. The position accounts for 0.3% of the portfolio, ranked #26.

Keating Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 2 quarters since. 5,235 funds tracked by Wall St. Rank hold MSFT as of Q1 2024.

Keating Wealth Management held 1,175 shares of Microsoft worth $494K as of Q1 2024.
Keating Wealth Management left its Microsoft share count unchanged in Q1 2024.
Microsoft made up 0.3% of Keating Wealth Management's portfolio in Q1 2024, its #26 holding.
Keating Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 2 quarters since.
5,235 funds tracked by Wall St. Rank held Microsoft as of Q1 2024.

Based on Keating Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.