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MidWestOne Financial Group’s Microsoft MSFT Stock Holding History

MidWestOne Financial Group’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 		$14.3M Sell
29,487
-696
-2% -$349K 1.58% 12
2025
Q3 		$15.6M Sell
30,183
-8
-0% -$4.08K 1.9% 8
2025
Q2 		$15M Sell
30,191
-390
-1% -$169K 1.95% 8
2025
Q1 		$11.5M Sell
30,581
-246
-0.8% -$100K 1.63% 9
2024
Q4 		$13M Buy
30,827
+501
+2% +$213K 1.82% 8
2024
Q3 		$13M Sell
30,326
-134
-0.4% -$57.3K 1.8% 10
2024
Q2 		$13.6M Sell
30,460
-141
-0.5% -$59.5K 2.45% 3
2024
Q1 		$12.9M Sell
30,601
-209
-0.7% -$84.6K 2.31% 3
2023
Q4 		$11.6M Sell
30,810
-145
-0.5% -$51.6K 2.2% 3
2023
Q3 		$9.77M Sell
30,955
-2,157
-7% -$713K 2.22% 3
2023
Q2 		$11.3M Buy
33,112
+1,570
+5% +$492K 2.44% 3
2023
Q1 		$9.09M Sell
31,542
-922
-3% -$235K 2.05% 3
2022
Q4 		$7.79M Sell
32,464
-1,157
-3% -$278K 1.74% 4
2022
Q3 		$7.83M Buy
33,621
+586
+2% +$155K 1.99% 3
2022
Q2 		$8.48M Buy
33,035
+239
+0.7% +$64.9K 2.1% 3
2022
Q1 		$10.1M Buy
32,796
+308
+0.9% +$92.7K 2.18% 3
2021
Q4 		$10.9M Buy
32,488
+112
+0.3% +$36.3K 2.29% 3
2021
Q3 		$9.13M Sell
32,376
-1,481
-4% -$431K 2.14% 3
2021
Q2 		$9.17M Buy
33,857
+989
+3% +$251K 2.17% 3
2021
Q1 		$7.75M Sell
32,868
-837
-2% -$194K 1.88% 3
2020
Q4 		$7.5M Sell
33,705
-19,540
-37% -$4.2M 2.06% 3
2020
Q3 		$11.2M Buy
53,245
+25,223
+90% +$5.3M 3.72% 3
2020
Q2 		$5.7M Sell
28,022
-1,341
-5% -$243K 2.38% 3
2020
Q1 		$4.63M Sell
29,363
-20
-0.1% -$3.29K 1.7% 4
2019
Q4 		$4.63M Buy
29,383
+1,109
+4% +$163K 0.96% 7
2019
Q3 		$3.93M Sell
28,274
-225
-0.8% -$30.9K 1.21% 8
2019
Q2 		$3.82M Buy
+28,499
New +$3.62M 1.05% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

MidWestOne Financial Group's MSFT Position: Q4 2025 in Review

MidWestOne Financial Group reduced its Microsoft (MSFT) stake by 2.3% in Q4 2025, selling an estimated $349K and leaving 29,487 shares worth $14.3M. The position accounts for 1.58% of the portfolio, ranked #12.

MidWestOne Financial Group first reported a position in MSFT in Q2 2019 and has held it in 27 quarters since. The position peaked at $15.6M in Q3 2025. 6,290 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • MidWestOne Financial Group held 29,487 shares of Microsoft worth $14.3M as of Q4 2025.
  • MidWestOne Financial Group sold 696 Microsoft shares in Q4 2025, an estimated $349K.
  • Microsoft made up 1.58% of MidWestOne Financial Group's portfolio in Q4 2025, its #12 holding.
  • MidWestOne Financial Group first reported a position in Microsoft in Q2 2019 and has held it in 27 quarters since.
  • MidWestOne Financial Group's Microsoft position peaked at $15.6M in Q3 2025.
  • 6,290 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.