KerberRose Wealth Management’s Microsoft MSFT Stock Holding History

KerberRose 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
2022 Q2	$2.53M	Buy	+9,845	New	+$2.67M	2.06%	12

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

KerberRose Wealth Management's MSFT Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Microsoft (MSFT) in Q2 2022: 9,845 shares worth $2.53M. The stake represents 2.06% of the portfolio and ranks #12 among its holdings.

4,511 funds tracked by Wall St. Rank hold MSFT as of Q2 2022.

KerberRose Wealth Management held 9,845 shares of Microsoft worth $2.53M as of Q2 2022.
Microsoft was a new KerberRose Wealth Management position in Q2 2022.
Microsoft made up 2.06% of KerberRose Wealth Management's portfolio in Q2 2022, its #12 holding.
4,511 funds tracked by Wall St. Rank held Microsoft as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.