Safe Harbor Wealth Advisors’s Microsoft MSFT Stock Holding History

Safe Harbor 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
2025 Q4	$1.19M	Buy	+2,959	New	+$1.48M	1.15%	15

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

Safe Harbor Wealth Advisors's MSFT Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Microsoft (MSFT) in Q4 2025: 2,959 shares worth $1.19M. The stake represents 1.15% of the portfolio and ranks #15 among its holdings.

6,313 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

Safe Harbor Wealth Advisors held 2,959 shares of Microsoft worth $1.19M as of Q4 2025.
Microsoft was a new Safe Harbor Wealth Advisors position in Q4 2025.
Microsoft made up 1.15% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #15 holding.
6,313 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.