KAS
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KPP Advisory Services’s Microsoft MSFT Stock Holding History

KPP Advisory Services’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
2026
Q1 		$12.7M Sell
34,289
-380
-1% -$159K 1.84% 9
2025
Q4 		$16.8M Buy
34,669
+77
+0.2% +$38.6K 2.44% 7
2025
Q3 		$17.9M Buy
34,592
+1,311
+4% +$669K 2.66% 6
2025
Q2 		$16.6M Buy
33,281
+820
+3% +$356K 2.73% 5
2025
Q1 		$12.2M Buy
32,461
+4,948
+18% +$2.02M 2.32% 7
2024
Q4 		$11.6M Buy
27,513
+402
+1% +$171K 2.73% 6
2024
Q3 		$11.7M Sell
27,111
-220
-0.8% -$94K 2.8% 6
2024
Q2 		$12.2M Buy
27,331
+155
+0.6% +$65.5K 3.25% 5
2024
Q1 		$11.4M Buy
27,176
+813
+3% +$329K 3.14% 5
2023
Q4 		$9.91M Sell
26,363
-1,294
-5% -$461K 8.71% 2
2023
Q3 		$8.73M Buy
+27,657
New +$9.14M 2.88% 8

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Fidelity Investments
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Geode Capital Management
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VPM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return