Safeguard Financial’s Microsoft MSFT Stock Holding History

Safeguard Financial’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 Q1	$3.17M	Buy	8,457 +30	+0.4%	+$12.2K	0.7%	17
2024 Q4	$3.55M	Buy	8,427 +331	+4%	+$141K	0.77%	15
2024 Q3	$3.48M	Buy	8,096 +845	+12%	+$361K	0.82%	12
2024 Q2	$3.24M	Buy	7,251 +560	+8%	+$236K	0.9%	13
2024 Q1	$2.82M	Buy	6,691 +1,476	+28%	+$598K	0.92%	13
2023 Q4	$1.96M	Buy	5,215 +254	+5%	+$90.4K	0.74%	17
2023 Q3	$1.57M	Buy	4,961 +2,224	+81%	+$735K	0.76%	19
2023 Q2	$932K	Sell	2,737 -206	-7%	-$64.6K	0.45%	26
2023 Q1	$849K	Buy	2,943 +938	+47%	+$239K	0.52%	30
2022 Q4	$481K	Buy	2,005 +262	+15%	+$62.9K	0.34%	41
2022 Q3	$406K	Buy	+1,743	New	+$460K	0.38%	38

Other funds holding MSFT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Safeguard Financial's MSFT Position: Q1 2025 in Review

Safeguard Financial increased its Microsoft (MSFT) stake by 0.36% in Q1 2025, buying an estimated $12.2K and bringing the position to 8,457 shares worth $3.17M. The position accounts for 0.7% of the portfolio, ranked #17.

Safeguard Financial first reported a position in MSFT in Q3 2022 and has held it in 11 quarters since. The position peaked at $3.55M in Q4 2024. 5,764 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

Safeguard Financial held 8,457 shares of Microsoft worth $3.17M as of Q1 2025.
Safeguard Financial bought 30 Microsoft shares in Q1 2025, an estimated $12.2K.
Microsoft made up 0.7% of Safeguard Financial's portfolio in Q1 2025, its #17 holding.
Safeguard Financial first reported a position in Microsoft in Q3 2022 and has held it in 11 quarters since.
Safeguard Financial's Microsoft position peaked at $3.55M in Q4 2024.
5,764 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.