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Milestone Wealth’s Microsoft MSFT Stock Holding History

Milestone Wealth’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
2022
Q3 		$427K Hold
1,831
– – 0.48% 29
2022
Q2 		$470K Buy
1,831
+713
+64% +$194K 0.49% 26
2022
Q1 		$376K Hold
1,118
– – 0.31% 33
2021
Q4 		$376K Buy
+1,118
New +$362K 0.3% 33

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Milestone Wealth's MSFT Position: Q3 2022 in Review

Milestone Wealth held its Microsoft (MSFT) position steady in Q3 2022 at 1,831 shares worth $427K. The position accounts for 0.48% of the portfolio, ranked #29.

Milestone Wealth first reported a position in MSFT in Q4 2021 and has held it in 4 quarters since. The position peaked at $470K in Q2 2022. 4,502 funds tracked by Wall St. Rank hold MSFT as of Q3 2022.

  • Milestone Wealth held 1,831 shares of Microsoft worth $427K as of Q3 2022.
  • Milestone Wealth left its Microsoft share count unchanged in Q3 2022.
  • Microsoft made up 0.48% of Milestone Wealth's portfolio in Q3 2022, its #29 holding.
  • Milestone Wealth first reported a position in Microsoft in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Microsoft position peaked at $470K in Q2 2022.
  • 4,502 funds tracked by Wall St. Rank held Microsoft as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.