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Parkside Advisors’s Microsoft MSFT Stock Holding History

Parkside 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
Q2 		$3.34M Sell
6,724
-37
-0.5% -$16.1K 0.73% 25
2025
Q1 		$2.54M Sell
6,761
-4
-0.1% -$1.63K 0.61% 25
2024
Q4 		$2.85M Sell
6,765
-29
-0.4% -$12.4K 0.67% 25
2024
Q3 		$2.92M Sell
6,794
-50
-0.7% -$21.4K 0.69% 25
2024
Q2 		$3.06M Sell
6,844
-1,360
-17% -$574K 0.78% 22
2024
Q1 		$3.45M Buy
8,204
+10
+0.1% +$4.05K 0.89% 21
2023
Q4 		$3.08M Buy
8,194
+59
+0.7% +$21K 0.85% 20
2023
Q3 		$2.57M Buy
8,135
+1,167
+17% +$386K 0.8% 21
2023
Q2 		$2.37M Sell
6,968
-467
-6% -$146K 0.74% 22
2023
Q1 		$2.14M Sell
7,435
-214
-3% -$54.6K 0.71% 21
2022
Q4 		$1.83M Buy
7,649
+1,053
+16% +$253K 0.64% 24
2022
Q3 		$1.54M Sell
6,596
-74
-1% -$19.5K 0.59% 24
2022
Q2 		$1.71M Buy
6,670
+29
+0.4% +$7.87K 0.62% 25
2022
Q1 		$2.05M Hold
6,641
– – 0.65% 25
2021
Q4 		$2.23M Sell
6,641
-87
-1% -$28.2K 0.68% 25
2021
Q3 		$1.9M Buy
6,728
+629
+10% +$183K 0.59% 25
2021
Q2 		$1.65M Sell
6,099
-172
-3% -$43.7K 0.53% 25
2021
Q1 		$1.48M Buy
6,271
+247
+4% +$57.3K 0.51% 26
2020
Q4 		$1.34M Buy
6,024
+470
+8% +$101K 0.5% 26
2020
Q3 		$1.17M Sell
5,554
-103
-2% -$21.6K 0.51% 27
2020
Q2 		$1.15M Sell
5,657
-247
-4% -$44.8K 0.54% 25
2020
Q1 		$931K Sell
5,904
-30
-0.5% -$4.93K 0.51% 24
2019
Q4 		$936K Sell
5,934
-116
-2% -$17K 0.42% 30
2019
Q3 		$841K Sell
6,050
-100
-2% -$13.8K 0.44% 27
2019
Q2 		$824K Buy
6,150
+507
+9% +$64.4K 0.45% 25
2019
Q1 		$666K Sell
5,643
-750
-12% -$81.8K 0.38% 25
2018
Q4 		$649K Buy
6,393
+3,745
+141% +$401K 0.4% 24
2018
Q3 		$303K Hold
2,648
– – 0.2% 36
2018
Q2 		$261K Buy
+2,648
New +$257K 0.18% 37

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Parkside Advisors's MSFT Position: Q2 2025 in Review

Parkside Advisors reduced its Microsoft (MSFT) stake by 0.55% in Q2 2025, selling an estimated $16.1K and leaving 6,724 shares worth $3.34M. The position accounts for 0.73% of the portfolio, ranked #25.

Parkside Advisors first reported a position in MSFT in Q2 2018 and has held it in 29 quarters since. The position peaked at $3.45M in Q1 2024. 5,825 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

  • Parkside Advisors held 6,724 shares of Microsoft worth $3.34M as of Q2 2025.
  • Parkside Advisors sold 37 Microsoft shares in Q2 2025, an estimated $16.1K.
  • Microsoft made up 0.73% of Parkside Advisors's portfolio in Q2 2025, its #25 holding.
  • Parkside Advisors first reported a position in Microsoft in Q2 2018 and has held it in 29 quarters since.
  • Parkside Advisors's Microsoft position peaked at $3.45M in Q1 2024.
  • 5,825 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.