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Nicolet Advisory Services’s Microsoft MSFT Stock Holding History

Nicolet Advisory Services’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
2021
Q1 		– Sell
-100
Closed -$1K – 191
2020
Q4 		$1K Hold
100
– – ﹤0.01% 177
2020
Q3 		$1K Buy
+100
New +$21K ﹤0.01% 178

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

Nicolet Advisory Services's MSFT Position: Q4 2025 in Review

Nicolet Advisory Services increased its Microsoft (MSFT) stake by 8.8% in Q4 2025, buying an estimated $2.23M and bringing the position to 55,206 shares worth $26.3M. The position accounts for 1.77% of the portfolio, ranked #12.

Nicolet Advisory Services first reported a position in MSFT in Q1 2019 and has held it in 28 quarters since. The position peaked at $26.6M in Q3 2025. 6,291 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Nicolet Advisory Services held 55,206 shares of Microsoft worth $26.3M as of Q4 2025.
  • Nicolet Advisory Services bought 4,447 Microsoft shares in Q4 2025, an estimated $2.23M.
  • Microsoft made up 1.77% of Nicolet Advisory Services's portfolio in Q4 2025, its #12 holding.
  • Nicolet Advisory Services first reported a position in Microsoft in Q1 2019 and has held it in 28 quarters since.
  • Nicolet Advisory Services's Microsoft position peaked at $26.6M in Q3 2025.
  • 6,291 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.