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Roger Wittlin Investment Advisory’s Microsoft MSFT Stock Holding History

Roger Wittlin Investment Advisory’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
2024
Q4 		– Sell
-829
Closed -$357K – 51
2024
Q3 		$357K Hold
829
– – 0.21% 37
2024
Q2 		$371K Hold
829
– – 0.24% 32
2024
Q1 		$349K Buy
+829
New +$336K 0.24% 32

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Roger Wittlin Investment Advisory's MSFT Position: Q4 2024 in Review

Roger Wittlin Investment Advisory sold out of Microsoft (MSFT) in Q4 2024, closing a stake of 829 shares — an estimated $357K sold.

Roger Wittlin Investment Advisory first reported a position in MSFT in Q1 2024 and held it in 3 quarters. The position peaked at $371K in Q2 2024. 5,859 funds tracked by Wall St. Rank hold MSFT as of Q4 2024.

  • Roger Wittlin Investment Advisory reported no remaining Microsoft position as of Q4 2024 after selling out during the quarter.
  • Roger Wittlin Investment Advisory sold 829 Microsoft shares in Q4 2024, an estimated $357K.
  • Roger Wittlin Investment Advisory first reported a position in Microsoft in Q1 2024 and held it in 3 quarters.
  • Roger Wittlin Investment Advisory's Microsoft position peaked at $371K in Q2 2024.
  • 5,859 funds tracked by Wall St. Rank held Microsoft as of Q4 2024.

Based on Roger Wittlin Investment Advisory's 13F filing for Q4 2024, filed 12 Feb 2025.