AFFINITY WEALTH LLC’s Microsoft MSFT Stock Holding History

AFFINITY WEALTH LLC’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 Q3	–	Sell	-23	Closed	-$11.4K	–	79
2025 Q2	$11.4K	Buy	+23	New	+$9.99K	0.01%	31

Other funds holding MSFT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AFFINITY WEALTH LLC's MSFT Position: Q3 2025 in Review

AFFINITY WEALTH LLC sold out of Microsoft (MSFT) in Q3 2025, closing a stake of 23 shares — an estimated $11.4K sold.

AFFINITY WEALTH LLC first reported a position in MSFT in Q2 2025 and held it in 1 quarter. The position peaked at $11.4K in Q2 2025. 5,859 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

AFFINITY WEALTH LLC reported no remaining Microsoft position as of Q3 2025 after selling out during the quarter.
AFFINITY WEALTH LLC sold 23 Microsoft shares in Q3 2025, an estimated $11.4K.
AFFINITY WEALTH LLC first reported a position in Microsoft in Q2 2025 and held it in 1 quarter.
AFFINITY WEALTH LLC's Microsoft position peaked at $11.4K in Q2 2025.
5,859 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on AFFINITY WEALTH LLC's 13F filing for Q3 2025, filed 26 Aug 2026.