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New Century Financial Group’s Microsoft MSFT Stock Holding History

New Century Financial 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
Q4 		– Sell
-2,756
Closed -$1.43M – 40
2025
Q3 		$1.43M Sell
2,756
-2,111
-43% -$1.08M 2.54% 8
2025
Q2 		$2.42M Buy
4,867
+1,960
+67% +$851K 2.84% 4
2025
Q1 		$1.09M Sell
2,907
-13,475
-82% -$5.49M 1.26% 17
2024
Q4 		$6.94M Sell
16,382
-109
-0.7% -$46.4K 2.95% 3
2024
Q3 		$7.1M Buy
16,491
+1,670
+11% +$714K 2.6% 3
2024
Q2 		$6.62M Buy
14,821
+3,103
+26% +$1.31M 2.81% 5
2024
Q1 		$4.93M Buy
11,718
+182
+2% +$73.7K 3.42% 3
2023
Q4 		$4.34M Buy
+11,536
New +$4.11M 3.75% 3

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

New Century Financial Group's MSFT Position: Q4 2025 in Review

New Century Financial Group sold out of Microsoft (MSFT) in Q4 2025, closing a stake of 2,756 shares — an estimated $1.43M sold.

New Century Financial Group first reported a position in MSFT in Q4 2023 and held it in 8 quarters. The position peaked at $7.1M in Q3 2024. 6,294 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • New Century Financial Group reported no remaining Microsoft position as of Q4 2025 after selling out during the quarter.
  • New Century Financial Group sold 2,756 Microsoft shares in Q4 2025, an estimated $1.43M.
  • New Century Financial Group first reported a position in Microsoft in Q4 2023 and held it in 8 quarters.
  • New Century Financial Group's Microsoft position peaked at $7.1M in Q3 2024.
  • 6,294 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.