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Kiely Wealth Advisory Group’s Microsoft MSFT Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$2.46M Sell
5,970
-120
-2% -$51.1K 1.58% 9
2024
Q3 		$2.58M Sell
6,090
-10
-0.2% -$4.28K 1.63% 9
2024
Q2 		$2.45M Buy
6,100
+267
+5% +$113K 1.35% 7
2024
Q1 		$2.34M Hold
5,833
– – 1.33% 7
2023
Q4 		$2.36M Buy
+5,833
New +$2.08M 1.37% 7

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

Kiely Wealth Advisory Group's MSFT Position: Q4 2024 in Review

Kiely Wealth Advisory Group reduced its Microsoft (MSFT) stake by 2% in Q4 2024, selling an estimated $51.1K and leaving 5,970 shares worth $2.46M. The position accounts for 1.58% of the portfolio, ranked #9.

Kiely Wealth Advisory Group first reported a position in MSFT in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.58M in Q3 2024. 5,859 funds tracked by Wall St. Rank hold MSFT as of Q4 2024.

  • Kiely Wealth Advisory Group held 5,970 shares of Microsoft worth $2.46M as of Q4 2024.
  • Kiely Wealth Advisory Group sold 120 Microsoft shares in Q4 2024, an estimated $51.1K.
  • Microsoft made up 1.58% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #9 holding.
  • Kiely Wealth Advisory Group first reported a position in Microsoft in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Microsoft position peaked at $2.58M in Q3 2024.
  • 5,859 funds tracked by Wall St. Rank held Microsoft as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.