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Michael A Dubis Financial Planning’s Microsoft MSFT Stock Holding History

Michael A Dubis Financial Planning’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
Q1 		– Sell
-506
Closed -$213K – 49
2024
Q4 		$213K Buy
+506
New +$216K 0.21% 44

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Michael A Dubis Financial Planning's MSFT Position: Q1 2025 in Review

Michael A Dubis Financial Planning sold out of Microsoft (MSFT) in Q1 2025, closing a stake of 506 shares — an estimated $213K sold.

Michael A Dubis Financial Planning first reported a position in MSFT in Q4 2024 and held it in 1 quarter. The position peaked at $213K in Q4 2024. 5,774 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

  • Michael A Dubis Financial Planning reported no remaining Microsoft position as of Q1 2025 after selling out during the quarter.
  • Michael A Dubis Financial Planning sold 506 Microsoft shares in Q1 2025, an estimated $213K.
  • Michael A Dubis Financial Planning first reported a position in Microsoft in Q4 2024 and held it in 1 quarter.
  • Michael A Dubis Financial Planning's Microsoft position peaked at $213K in Q4 2024.
  • 5,774 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.