Legend Financial Advisors’s Microsoft MSFT Stock Holding History

Legend Financial Advisors’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
2025 Q3	–	Sell	-138	Closed	-$68.6K	–	116
2025 Q2	$68.6K	Buy	+138	New	+$59.9K	0.05%	48
2025 Q1	–	Sell	-138	Closed	-$58.2K	–	169
2024 Q4	$58.2K	Hold	138	–	–	0.04%	47
2024 Q3	$59.4K	Sell	138 -251	-65%	-$107K	0.04%	45
2024 Q2	$174K	Sell	389 -38	-9%	-$16K	0.12%	41
2024 Q1	$180K	Buy	427 +83	+24%	+$33.6K	0.13%	39
2023 Q4	$129K	Buy	344 +42	+14%	+$14.9K	0.1%	42
2023 Q3	$95.4K	Sell	302 -124	-29%	-$41K	0.08%	53
2023 Q2	$145K	Sell	426 -9	-2%	-$2.82K	0.12%	42
2023 Q1	$125K	Sell	435 -354	-45%	-$90.3K	0.11%	44
2022 Q4	$189K	Buy	789 +185	+31%	+$44.4K	0.17%	40
2022 Q3	$140K	Buy	+604	New	+$159K	0.13%	40

Other funds holding MSFT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Legend Financial Advisors's MSFT Position: Q3 2025 in Review

Legend Financial Advisors sold out of Microsoft (MSFT) in Q3 2025, closing a stake of 138 shares — an estimated $68.6K sold.

Legend Financial Advisors first reported a position in MSFT in Q3 2022 and held it in 11 quarters. The position peaked at $189K in Q4 2022. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

Legend Financial Advisors reported no remaining Microsoft position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 138 Microsoft shares in Q3 2025, an estimated $68.6K.
Legend Financial Advisors first reported a position in Microsoft in Q3 2022 and held it in 11 quarters.
Legend Financial Advisors's Microsoft position peaked at $189K in Q4 2022.
5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.