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Masso Torrence Wealth Management’s Microsoft MSFT Stock Holding History

Masso Torrence 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
2025
Q3 		$7.03M Sell
13,573
-424
-3% -$216K 2.93% 10
2025
Q2 		$6.96M Buy
13,997
+965
+7% +$419K 3.22% 9
2025
Q1 		$4.89M Buy
13,032
+626
+5% +$255K 2.61% 12
2024
Q4 		$5.23M Buy
12,406
+262
+2% +$112K 2.75% 13
2024
Q3 		$5.23M Sell
12,144
-506
-4% -$216K 2.82% 11
2024
Q2 		$5.65M Buy
12,650
+53
+0.4% +$22.4K 3.14% 10
2024
Q1 		$5.3M Sell
12,597
-599
-5% -$242K 3.14% 10
2023
Q4 		$4.96M Sell
13,196
-184
-1% -$65.5K 3.39% 8
2023
Q3 		$4.22M Buy
13,380
+255
+2% +$84.3K 3.25% 8
2023
Q2 		$4.47M Sell
13,125
-231
-2% -$72.4K 3.22% 7
2023
Q1 		$3.85M Sell
13,356
-155
-1% -$39.5K 3.05% 8
2022
Q4 		$3.24M Buy
13,511
+967
+8% +$232K 2.58% 11
2022
Q3 		$2.92M Buy
12,544
+201
+2% +$53.1K 2.58% 13
2022
Q2 		$3.17M Buy
12,343
+571
+5% +$155K 2.79% 11
2022
Q1 		$3.63M Buy
11,772
+172
+1% +$51.7K 2.91% 11
2021
Q4 		$3.9M Buy
+11,600
New +$3.76M 2.73% 10

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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Masso Torrence Wealth Management's MSFT Position: Q3 2025 in Review

Masso Torrence Wealth Management reduced its Microsoft (MSFT) stake by 3% in Q3 2025, selling an estimated $216K and leaving 13,573 shares worth $7.03M. The position accounts for 2.93% of the portfolio, ranked #10.

Masso Torrence Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 16 quarters since. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • Masso Torrence Wealth Management held 13,573 shares of Microsoft worth $7.03M as of Q3 2025.
  • Masso Torrence Wealth Management sold 424 Microsoft shares in Q3 2025, an estimated $216K.
  • Microsoft made up 2.93% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #10 holding.
  • Masso Torrence Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 16 quarters since.
  • 5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.