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Rooted Wealth Advisors’s Microsoft MSFT Stock Holding History

Rooted Wealth 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
2026
Q1 		$4.64M Buy
11,096
+1,601
+17% +$670K 1.22% 23
2025
Q4 		$3.93M Buy
9,495
+2,621
+38% +$1.31M 1.11% 22
2025
Q3 		$3.56M Buy
6,874
+471
+7% +$240K 1.08% 22
2025
Q2 		$3.22M Buy
6,403
+69
+1% +$30K 1.11% 22
2025
Q1 		$2.28M Sell
6,334
-40
-0.6% -$16.3K 0.98% 23
2024
Q4 		$2.69M Buy
6,374
+62
+1% +$26.4K 1.05% 24
2024
Q3 		$2.58M Buy
6,312
+147
+2% +$62.8K 1.15% 21
2024
Q2 		$2.71M Buy
6,165
+296
+5% +$125K 1.2% 19
2024
Q1 		$2.47M Buy
5,869
+572
+11% +$232K 1.22% 19
2023
Q4 		$2.15M Buy
5,297
+96
+2% +$34.2K 1.12% 26
2023
Q3 		$1.92M Buy
5,201
+731
+16% +$242K 1.18% 26
2023
Q2 		$1.51M Sell
4,470
-448
-9% -$140K 1.02% 27
2023
Q1 		$1.41M Sell
4,918
-636
-11% -$162K 1.04% 28
2022
Q4 		$1.33M Buy
+5,554
New +$1.33M 1.12% 30

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return