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Obsidian Personal Planning Solutions’s Microsoft MSFT Stock Holding History

Obsidian Personal Planning Solutions’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 		$3M Buy
5,789
+729
+14% +$372K 1.04% 25
2025
Q2 		$2.52M Buy
5,060
+9
+0.2% +$3.91K 1.02% 26
2025
Q1 		$2M Sell
5,051
-36
-0.7% -$14.7K 0.89% 26
2024
Q4 		$2.11M Sell
5,087
-216
-4% -$92K 1.02% 23
2024
Q3 		$2.15M Buy
5,303
+50
+1% +$21.4K 1.13% 23
2024
Q2 		$2.35M Sell
5,253
-486
-8% -$205K 1.43% 23
2024
Q1 		$2.23M Sell
5,739
-259
-4% -$105K 1.47% 22
2023
Q4 		$2.26M Buy
5,998
+910
+18% +$324K 1.72% 20
2023
Q3 		$1.61M Buy
5,088
+4
+0.1% +$1.32K 1.37% 20
2023
Q2 		$1.73M Buy
5,084
+34
+0.7% +$10.7K 2.13% 14
2023
Q1 		$1.46M Buy
5,050
+220
+5% +$56.1K 2.12% 16
2022
Q4 		$1.16M Buy
4,830
+1,253
+35% +$301K 1.86% 16
2022
Q3 		$833K Hold
3,577
– – 1.52% 17
2022
Q2 		$919K Buy
+3,577
New +$971K 1.57% 16

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Obsidian Personal Planning Solutions's MSFT Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its Microsoft (MSFT) stake by 14% in Q3 2025, buying an estimated $372K and bringing the position to 5,789 shares worth $3M. The position accounts for 1.04% of the portfolio, ranked #25.

Obsidian Personal Planning Solutions first reported a position in MSFT in Q2 2022 and has held it in 14 quarters since. 5,849 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • Obsidian Personal Planning Solutions held 5,789 shares of Microsoft worth $3M as of Q3 2025.
  • Obsidian Personal Planning Solutions bought 729 Microsoft shares in Q3 2025, an estimated $372K.
  • Microsoft made up 1.04% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #25 holding.
  • Obsidian Personal Planning Solutions first reported a position in Microsoft in Q2 2022 and has held it in 14 quarters since.
  • 5,849 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.