Reflection Asset Management’s Microsoft MSFT Stock Holding History

Reflection Asset 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 Q4	$7.01M	Buy	+14,503	New	+$7.27M	4.99%	3

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Reflection Asset Management's MSFT Position: Q4 2025 in Review

Reflection Asset Management opened a new position in Microsoft (MSFT) in Q4 2025: 14,503 shares worth $7.01M. The stake represents 4.99% of the portfolio and ranks #3 among its holdings.

6,309 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

Reflection Asset Management held 14,503 shares of Microsoft worth $7.01M as of Q4 2025.
Microsoft was a new Reflection Asset Management position in Q4 2025.
Microsoft made up 4.99% of Reflection Asset Management's portfolio in Q4 2025, its #3 holding.
6,309 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.