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Livelsberger Financial Advisory’s Microsoft MSFT Stock Holding History

Livelsberger Financial Advisory’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
Q4 		– Sell
-480
Closed -$249K – 4
2025
Q3 		$249K Hold
480
– – 9.27% 5
2025
Q2 		$239K Buy
+480
New +$208K 4.62% 5
2025
Q1 		– Sell
-480
Closed -$202K – 6
2024
Q4 		$202K Buy
480
+1
+0.2% +$426 9.47% 6
2024
Q3 		$206K Hold
479
– – 4.32% 6
2024
Q2 		$214K Buy
+479
New +$202K 3.19% 12
2024
Q1 		– Sell
-489
Closed -$184K – 133
2023
Q4 		$184K Buy
+489
New +$174K 0.16% 80

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Livelsberger Financial Advisory's MSFT Position: Q4 2025 in Review

Livelsberger Financial Advisory sold out of Microsoft (MSFT) in Q4 2025, closing a stake of 480 shares — an estimated $249K sold.

Livelsberger Financial Advisory first reported a position in MSFT in Q4 2023 and held it in 6 quarters. The position peaked at $249K in Q3 2025. 6,310 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Livelsberger Financial Advisory reported no remaining Microsoft position as of Q4 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 480 Microsoft shares in Q4 2025, an estimated $249K.
  • Livelsberger Financial Advisory first reported a position in Microsoft in Q4 2023 and held it in 6 quarters.
  • Livelsberger Financial Advisory's Microsoft position peaked at $249K in Q3 2025.
  • 6,310 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q4 2025.