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Priebe Wealth Holdings’s Microsoft MSFT Stock Holding History

Priebe Wealth Holdings’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 		$246K Sell
494
-1,960
-80% -$851K 0.21% 49
2025
Q1 		$921K Buy
2,454
+164
+7% +$66.9K 0.57% 28
2024
Q4 		$965K Buy
2,290
+311
+16% +$132K 0.65% 25
2024
Q3 		$851K Sell
1,979
-112
-5% -$47.9K 0.62% 23
2024
Q2 		$934K Sell
2,091
-64
-3% -$27K 0.74% 20
2024
Q1 		$906K Sell
2,155
-33
-2% -$13.4K 0.71% 19
2023
Q4 		$823K Buy
+2,188
New +$779K 0.68% 24

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

Priebe Wealth Holdings's MSFT Position: Q2 2025 in Review

Priebe Wealth Holdings reduced its Microsoft (MSFT) stake by 80% in Q2 2025, selling an estimated $851K and leaving 494 shares worth $246K. The position accounts for 0.21% of the portfolio, ranked #49.

Priebe Wealth Holdings first reported a position in MSFT in Q4 2023 and has held it in 7 quarters since. The position peaked at $965K in Q4 2024. 5,815 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

  • Priebe Wealth Holdings held 494 shares of Microsoft worth $246K as of Q2 2025.
  • Priebe Wealth Holdings sold 1,960 Microsoft shares in Q2 2025, an estimated $851K.
  • Microsoft made up 0.21% of Priebe Wealth Holdings's portfolio in Q2 2025, its #49 holding.
  • Priebe Wealth Holdings first reported a position in Microsoft in Q4 2023 and has held it in 7 quarters since.
  • Priebe Wealth Holdings's Microsoft position peaked at $965K in Q4 2024.
  • 5,815 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.