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Nauset Wealth Management’s Microsoft MSFT Stock Holding History

Nauset Wealth Management’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
Q1 		$849K Buy
2,754
+322
+13% +$96.9K 0.68% 28
2021
Q4 		$818K Buy
+2,432
New +$788K 0.78% 24

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Nauset Wealth Management's MSFT Position: Q1 2022 in Review

Nauset Wealth Management increased its Microsoft (MSFT) stake by 13% in Q1 2022, buying an estimated $96.9K and bringing the position to 2,754 shares worth $849K. The position accounts for 0.68% of the portfolio, ranked #28.

Nauset Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 2 quarters since. 4,541 funds tracked by Wall St. Rank hold MSFT as of Q1 2022.

  • Nauset Wealth Management held 2,754 shares of Microsoft worth $849K as of Q1 2022.
  • Nauset Wealth Management bought 322 Microsoft shares in Q1 2022, an estimated $96.9K.
  • Microsoft made up 0.68% of Nauset Wealth Management's portfolio in Q1 2022, its #28 holding.
  • Nauset Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 2 quarters since.
  • 4,541 funds tracked by Wall St. Rank held Microsoft as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.