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Parkworth Wealth Management’s Microsoft MSFT Stock Holding History

Parkworth 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
Q2 		$255K Buy
513
+112
+28% +$48.6K 0.18% 52
2025
Q1 		$150K Buy
401
+10
+3% +$4.08K 0.12% 65
2024
Q4 		$165K Buy
+391
New +$167K 0.14% 61

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Parkworth Wealth Management's MSFT Position: Q2 2025 in Review

Parkworth Wealth Management increased its Microsoft (MSFT) stake by 28% in Q2 2025, buying an estimated $48.6K and bringing the position to 513 shares worth $255K. The position accounts for 0.18% of the portfolio, ranked #52.

Parkworth Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 3 quarters since. 5,814 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

  • Parkworth Wealth Management held 513 shares of Microsoft worth $255K as of Q2 2025.
  • Parkworth Wealth Management bought 112 Microsoft shares in Q2 2025, an estimated $48.6K.
  • Microsoft made up 0.18% of Parkworth Wealth Management's portfolio in Q2 2025, its #52 holding.
  • Parkworth Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 3 quarters since.
  • 5,814 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.