Mokosak Advisory Group’s Microsoft MSFT Stock Holding History

Mokosak Advisory 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 Q1	–	Sell	-542	Closed	-$228K	–	36
2024 Q4	$228K	Buy	+542	New	+$231K	0.07%	30

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mokosak Advisory Group's MSFT Position: Q1 2025 in Review

Mokosak Advisory Group sold out of Microsoft (MSFT) in Q1 2025, closing a stake of 542 shares — an estimated $228K sold.

Mokosak Advisory Group first reported a position in MSFT in Q4 2024 and held it in 1 quarter. The position peaked at $228K in Q4 2024. 5,764 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

Mokosak Advisory Group reported no remaining Microsoft position as of Q1 2025 after selling out during the quarter.
Mokosak Advisory Group sold 542 Microsoft shares in Q1 2025, an estimated $228K.
Mokosak Advisory Group first reported a position in Microsoft in Q4 2024 and held it in 1 quarter.
Mokosak Advisory Group's Microsoft position peaked at $228K in Q4 2024.
5,764 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on Mokosak Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.