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Pineridge Advisors’s Microsoft MSFT Stock Holding History

Pineridge 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
Q3 		$2.87M Sell
5,533
-158
-3% -$80.6K 0.82% 12
2025
Q2 		$2.83M Sell
5,691
-225
-4% -$97.7K 1.03% 11
2025
Q1 		$2.22M Sell
5,916
-9,167
-61% -$3.74M 0.87% 13
2024
Q4 		$6.36M Sell
15,083
-109
-0.7% -$46.4K 2.4% 8
2024
Q3 		$6.54M Sell
15,192
-357
-2% -$153K 2.47% 8
2024
Q2 		$6.95M Buy
15,549
+17
+0.1% +$7.18K 2.37% 7
2024
Q1 		$6.53M Sell
15,532
-1,333
-8% -$540K 2.3% 10
2023
Q4 		$6.34M Buy
+16,865
New +$6M 2.1% 12

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

Pineridge Advisors's MSFT Position: Q3 2025 in Review

Pineridge Advisors reduced its Microsoft (MSFT) stake by 2.8% in Q3 2025, selling an estimated $80.6K and leaving 5,533 shares worth $2.87M. The position accounts for 0.82% of the portfolio, ranked #12.

Pineridge Advisors first reported a position in MSFT in Q4 2023 and has held it in 8 quarters since. The position peaked at $6.95M in Q2 2024. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • Pineridge Advisors held 5,533 shares of Microsoft worth $2.87M as of Q3 2025.
  • Pineridge Advisors sold 158 Microsoft shares in Q3 2025, an estimated $80.6K.
  • Microsoft made up 0.82% of Pineridge Advisors's portfolio in Q3 2025, its #12 holding.
  • Pineridge Advisors first reported a position in Microsoft in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's Microsoft position peaked at $6.95M in Q2 2024.
  • 5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.