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Retirement Financial Solutions’s Microsoft MSFT Stock Holding History

Retirement Financial Solutions’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 		– Sell
-437
Closed -$226K – 51
2025
Q3 		$226K Buy
+437
New +$223K 0.07% 45
2025
Q1 		– Sell
-1,050
Closed -$443K – 43
2024
Q4 		$443K Buy
1,050
+24
+2% +$10.2K 0.24% 31
2024
Q3 		$442K Sell
1,026
-27
-3% -$11.5K 0.19% 33
2024
Q2 		$471K Buy
1,053
+60
+6% +$25.3K 0.22% 33
2024
Q1 		$418K Sell
993
-79
-7% -$32K 0.21% 33
2023
Q4 		$403K Buy
+1,072
New +$382K 0.23% 36
2023
Q3 		– Sell
-1,003
Closed -$342K – 41
2023
Q2 		$342K Buy
1,003
+276
+38% +$86.5K 0.23% 26
2023
Q1 		$210K Buy
727
+562
+341% +$143K 0.17% 30
2022
Q4 		$39.5K Buy
+165
New +$39.6K 0.03% 56

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Retirement Financial Solutions's MSFT Position: Q4 2025 in Review

Retirement Financial Solutions sold out of Microsoft (MSFT) in Q4 2025, closing a stake of 437 shares — an estimated $226K sold.

Retirement Financial Solutions first reported a position in MSFT in Q4 2022 and held it in 9 quarters. The position peaked at $471K in Q2 2024. 6,292 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Retirement Financial Solutions reported no remaining Microsoft position as of Q4 2025 after selling out during the quarter.
  • Retirement Financial Solutions sold 437 Microsoft shares in Q4 2025, an estimated $226K.
  • Retirement Financial Solutions first reported a position in Microsoft in Q4 2022 and held it in 9 quarters.
  • Retirement Financial Solutions's Microsoft position peaked at $471K in Q2 2024.
  • 6,292 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Retirement Financial Solutions's 13F filing for Q4 2025, filed 13 Feb 2026.