ORG Partners’s Microsoft MSFT Stock Holding History

ORG Partners’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	$11M	Buy	22,771 +384	+2%	+$192K	1.94%	5
2025 Q3	$11.5M	Buy	22,387 +5,721	+34%	+$2.92M	2.1%	4
2025 Q2	$8.2M	Buy	16,666 +1,647	+11%	+$715K	1.75%	7
2025 Q1	$5.74M	Sell	15,019 -4,045	-21%	-$1.65M	1.41%	13
2024 Q4	$8.04M	Buy	19,064 +6,817	+56%	+$2.9M	1.09%	23
2024 Q3	$5.27M	Sell	12,247 -4,536	-27%	-$1.94M	0.84%	25
2024 Q2	$7.67M	Buy	16,783 +16,083	+2,298%	+$6.79M	0.95%	23
2024 Q1	$299K	Sell	700 -16,964	-96%	-$6.87M	0.57%	29
2023 Q4	$6.65M	Buy	17,664 +4,988	+39%	+$1.78M	1.11%	23
2023 Q3	$4.01M	Sell	12,676 -1,082	-8%	-$358K	1.18%	14
2023 Q2	$4.67M	Sell	13,758 -2,384	-15%	-$747K	0.76%	28
2023 Q1	$4.65M	Buy	+16,142	New	+$4.12M	1.13%	23

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

ORG Partners's MSFT Position: Q4 2025 in Review

ORG Partners increased its Microsoft (MSFT) stake by 1.7% in Q4 2025, buying an estimated $192K and bringing the position to 22,771 shares worth $11M. The position accounts for 1.94% of the portfolio, ranked #5.

ORG Partners first reported a position in MSFT in Q1 2023 and has held it in 12 quarters since. The position peaked at $11.5M in Q3 2025. 6,290 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

ORG Partners held 22,771 shares of Microsoft worth $11M as of Q4 2025.
ORG Partners bought 384 Microsoft shares in Q4 2025, an estimated $192K.
Microsoft made up 1.94% of ORG Partners's portfolio in Q4 2025, its #5 holding.
ORG Partners first reported a position in Microsoft in Q1 2023 and has held it in 12 quarters since.
ORG Partners's Microsoft position peaked at $11.5M in Q3 2025.
6,290 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.