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New England Professional Planning Group’s Microsoft MSFT Stock Holding History

New England Professional Planning 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
-456
Closed -$236K – 51
2025
Q3 		$236K Sell
456
-253
-36% -$129K 0.11% 42
2025
Q2 		$353K Hold
709
– – 0.16% 28
2025
Q1 		$266K Hold
709
– – 0.13% 37
2024
Q4 		$299K Buy
709
+74
+12% +$31.5K 0.15% 32
2024
Q3 		$273K Sell
635
-103
-14% -$44K 0.14% 33
2024
Q2 		$330K Sell
738
-41
-5% -$17.3K 0.17% 29
2024
Q1 		$328K Buy
779
+54
+7% +$21.9K 0.17% 28
2023
Q4 		$273K Buy
725
+23
+3% +$8.19K 0.15% 31
2023
Q3 		$222K Hold
702
– – 0.14% 33
2023
Q2 		$239K Sell
702
-190
-21% -$59.5K 0.14% 29
2023
Q1 		$253K Sell
892
-125
-12% -$31.9K 0.15% 27
2022
Q4 		$244K Buy
1,017
+105
+12% +$25.2K 0.14% 30
2022
Q3 		$213K Sell
912
-643
-41% -$170K 0.15% 32
2022
Q2 		$400K Hold
1,555
– – 0.28% 17
2022
Q1 		$481K Sell
1,555
-63
-4% -$19K 0.29% 18
2021
Q4 		$493K Sell
1,618
-180
-10% -$58.4K 0.3% 16
2021
Q3 		$595K Sell
1,798
-326
-15% -$94.8K 0.35% 14
2021
Q2 		$610K Sell
2,124
-847
-29% -$215K 0.37% 13
2021
Q1 		$741K Buy
2,971
+613
+26% +$142K 0.45% 11
2020
Q4 		$526K Buy
2,358
+30
+1% +$6.45K 0.37% 15
2020
Q3 		$521K Sell
2,328
-2,341
-50% -$492K 0.41% 10
2020
Q2 		$972K Sell
4,669
-455
-9% -$82.6K 0.75% 10
2020
Q1 		$915K Buy
5,124
+332
+7% +$54.6K 0.85% 10
2019
Q4 		$756K Buy
+4,792
New +$704K 0.6% 13
2018
Q3 		$338K Buy
+2,950
New +$320K 0.39% 29

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 England Professional Planning Group's MSFT Position: Q4 2025 in Review

New England Professional Planning Group sold out of Microsoft (MSFT) in Q4 2025, closing a stake of 456 shares — an estimated $236K sold.

New England Professional Planning Group first reported a position in MSFT in Q3 2018 and held it in 25 quarters. The position peaked at $972K in Q2 2020. 6,297 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • New England Professional Planning Group reported no remaining Microsoft position as of Q4 2025 after selling out during the quarter.
  • New England Professional Planning Group sold 456 Microsoft shares in Q4 2025, an estimated $236K.
  • New England Professional Planning Group first reported a position in Microsoft in Q3 2018 and held it in 25 quarters.
  • New England Professional Planning Group's Microsoft position peaked at $972K in Q2 2020.
  • 6,297 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on New England Professional Planning Group's 13F filing for Q4 2025, filed 14 Jan 2026.