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Kolinsky Wealth Management’s Microsoft MSFT Stock Holding History

Kolinsky 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
Q4 		$8.81M Buy
20,909
+551
+3% +$235K 5.38% 2
2024
Q3 		$8.76M Buy
20,358
+891
+5% +$381K 5.7% 2
2024
Q2 		$8.7M Buy
19,467
+933
+5% +$394K 6.23% 2
2024
Q1 		$7.8M Buy
18,534
+797
+4% +$323K 5.96% 2
2023
Q4 		$6.67M Sell
17,737
-65
-0.4% -$23.1K 5.87% 2
2023
Q3 		$5.62M Buy
17,802
+339
+2% +$112K 5.58% 2
2023
Q2 		$5.85M Buy
17,463
+1,233
+8% +$386K 5.55% 4
2023
Q1 		$4.68M Sell
16,230
-137
-0.8% -$34.9K 4.97% 4
2022
Q4 		$3.92M Sell
16,367
-89
-0.5% -$21.4K 4.48% 3
2022
Q3 		$3.83M Sell
16,456
-701
-4% -$185K 4.8% 4
2022
Q2 		$4.41M Buy
17,157
+102
+0.6% +$27.7K 5.21% 3
2022
Q1 		$5.26M Buy
17,055
+334
+2% +$100K 5.16% 3
2021
Q4 		$5.62M Buy
+16,721
New +$5.42M 5.2% 3

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kolinsky Wealth Management's MSFT Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Microsoft (MSFT) stake by 2.7% in Q4 2024, buying an estimated $235K and bringing the position to 20,909 shares worth $8.81M. The position accounts for 5.38% of the portfolio, ranked #2.

Kolinsky Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 13 quarters since. 5,869 funds tracked by Wall St. Rank hold MSFT as of Q4 2024.

  • Kolinsky Wealth Management held 20,909 shares of Microsoft worth $8.81M as of Q4 2024.
  • Kolinsky Wealth Management bought 551 Microsoft shares in Q4 2024, an estimated $235K.
  • Microsoft made up 5.38% of Kolinsky Wealth Management's portfolio in Q4 2024, its #2 holding.
  • Kolinsky Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 13 quarters since.
  • 5,869 funds tracked by Wall St. Rank held Microsoft as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.