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Moser Wealth Advisors’s Microsoft MSFT Stock Holding History

Moser Wealth Advisors’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
Q2 		$21.3M Buy
42,743
+3,672
+9% +$1.59M 10.21% 1
2025
Q1 		$14.7M Sell
39,071
-382
-1% -$156K 7.69% 1
2024
Q4 		$16.6M Sell
39,453
-995
-2% -$424K 8.65% 1
2024
Q3 		$17.4M Buy
40,448
+170
+0.4% +$72.7K 9.03% 1
2024
Q2 		$18M Buy
40,278
+140
+0.3% +$59.1K 9.79% 1
2024
Q1 		$16.9M Sell
40,138
-140
-0.3% -$56.7K 9.41% 1
2023
Q4 		$15.1M Buy
40,278
+2,556
+7% +$910K 9.67% 1
2023
Q3 		$11.9M Sell
37,722
-31
-0.1% -$10.2K 8.36% 2
2023
Q2 		$12.9M Buy
+37,753
New +$11.8M 8.65% 2
2022
Q4 		$9.34M Sell
38,964
-274
-0.7% -$65.8K 7.05% 2
2022
Q3 		$9.14M Sell
39,238
-428
-1% -$113K 7.14% 2
2022
Q2 		$10.2M Buy
39,666
+232
+0.6% +$63K 7.58% 2
2022
Q1 		$12.2M Sell
39,434
-232
-0.6% -$69.8K 7.6% 2
2021
Q4 		$13.3M Sell
39,666
-8,184
-17% -$2.65M 8.07% 2
2021
Q3 		$13.5M Buy
47,850
+6,820
+17% +$1.98M 8.63% 1
2021
Q2 		$11.1M Buy
41,030
+1,921
+5% +$488K 7.16% 3
2021
Q1 		$9.22M Sell
39,109
-183
-0.5% -$42.5K 6.48% 3
2020
Q4 		$8.74M Sell
39,292
-381
-1% -$81.9K 6.44% 3
2020
Q3 		$8.34M Sell
39,673
-1,471
-4% -$309K 6.64% 3
2020
Q2 		$8.37M Sell
41,144
-3,105
-7% -$564K 7.99% 3
2020
Q1 		$6.98M Sell
44,249
-1,149
-3% -$189K 8.11% 3
2019
Q4 		$7.16M Buy
+45,398
New +$6.67M 6.87% 5

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moser Wealth Advisors's MSFT Position: Q2 2025 in Review

Moser Wealth Advisors increased its Microsoft (MSFT) stake by 9.4% in Q2 2025, buying an estimated $1.59M and bringing the position to 42,743 shares worth $21.3M. The position accounts for 10.21% of the portfolio, ranked #1.

Moser Wealth Advisors first reported a position in MSFT in Q4 2019 and has held it in 22 quarters since. 5,814 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

  • Moser Wealth Advisors held 42,743 shares of Microsoft worth $21.3M as of Q2 2025.
  • Moser Wealth Advisors bought 3,672 Microsoft shares in Q2 2025, an estimated $1.59M.
  • Microsoft made up 10.21% of Moser Wealth Advisors's portfolio in Q2 2025, its #1 holding.
  • Moser Wealth Advisors first reported a position in Microsoft in Q4 2019 and has held it in 22 quarters since.
  • 5,814 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.