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NRI Wealth Management’s Microsoft MSFT Stock Holding History

NRI 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
2025
Q4 		$5.54M Buy
11,464
+227
+2% +$114K 2.83% 11
2025
Q3 		$5.82M Buy
11,237
+2,379
+27% +$1.21M 3.11% 10
2025
Q2 		$4.41M Buy
8,858
+1,553
+21% +$674K 2.66% 10
2025
Q1 		$2.74M Buy
7,305
+489
+7% +$199K 2.03% 11
2024
Q4 		$2.87M Buy
+6,816
New +$2.9M 1.98% 11
2024
Q2 		$2.86M Buy
6,406
+277
+5% +$117K 2.22% 10
2024
Q1 		$2.58M Buy
6,129
+4
+0.1% +$1.62K 2.18% 10
2023
Q4 		$2.3M Buy
+6,125
New +$2.18M 2.3% 10

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

NRI Wealth Management's MSFT Position: Q4 2025 in Review

NRI Wealth Management increased its Microsoft (MSFT) stake by 2% in Q4 2025, buying an estimated $114K and bringing the position to 11,464 shares worth $5.54M. The position accounts for 2.83% of the portfolio, ranked #11.

NRI Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 8 quarters since. The position peaked at $5.82M in Q3 2025. 6,292 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • NRI Wealth Management held 11,464 shares of Microsoft worth $5.54M as of Q4 2025.
  • NRI Wealth Management bought 227 Microsoft shares in Q4 2025, an estimated $114K.
  • Microsoft made up 2.83% of NRI Wealth Management's portfolio in Q4 2025, its #11 holding.
  • NRI Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 8 quarters since.
  • NRI Wealth Management's Microsoft position peaked at $5.82M in Q3 2025.
  • 6,292 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on NRI Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.