Novus Advisors’s Microsoft MSFT Stock Holding History

Novus Advisors’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	-6,930	Closed	-$3.45M	–	60
2025 Q2	$3.45M	Sell	6,930 -2,111	-23%	-$917K	5.26%	3
2025 Q1	$3.39M	Sell	9,041 -239	-3%	-$97.4K	3.42%	3
2024 Q4	$3.91M	Buy	+9,280	New	+$3.95M	3.9%	2

Other funds holding MSFT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Novus Advisors's MSFT Position: Q3 2025 in Review

Novus Advisors sold out of Microsoft (MSFT) in Q3 2025, closing a stake of 6,930 shares — an estimated $3.45M sold.

Novus Advisors first reported a position in MSFT in Q4 2024 and held it in 3 quarters. The position peaked at $3.91M in Q4 2024. 5,849 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

Novus Advisors reported no remaining Microsoft position as of Q3 2025 after selling out during the quarter.
Novus Advisors sold 6,930 Microsoft shares in Q3 2025, an estimated $3.45M.
Novus Advisors first reported a position in Microsoft in Q4 2024 and held it in 3 quarters.
Novus Advisors's Microsoft position peaked at $3.91M in Q4 2024.
5,849 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Novus Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.