Sanctuary Wealth Management’s Microsoft MSFT Stock Holding History

Sanctuary Wealth Management’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	$187K	Hold	443	–	–	0.12%	43
2024 Q3	$191K	Hold	443	–	–	0.14%	45
2024 Q2	$198K	Buy	443 +17	+4%	+$7.18K	0.15%	39
2024 Q1	$179K	Hold	426	–	–	0.15%	42
2023 Q4	$160K	Hold	426	–	–	0.16%	42
2023 Q3	$135K	Buy	426 +4	+0.9%	+$1.32K	0.15%	42
2023 Q2	$144K	Buy	+422	New	+$132K	0.15%	39
2022 Q4	$149K	Buy	+621	New	+$149K	0.17%	32
2022 Q2	–	Sell	-806	Closed	-$248K	–	37
2022 Q1	$248K	Buy	806 +48	+6%	+$14.4K	0.27%	31
2021 Q4	$255K	Buy	+758	New	+$246K	0.27%	32

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Sanctuary Wealth Management's MSFT Position: Q4 2024 in Review

Sanctuary Wealth Management held its Microsoft (MSFT) position steady in Q4 2024 at 443 shares worth $187K. The position accounts for 0.12% of the portfolio, ranked #43.

Sanctuary Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 10 quarters since. The position peaked at $255K in Q4 2021. 5,859 funds tracked by Wall St. Rank hold MSFT as of Q4 2024.

Sanctuary Wealth Management held 443 shares of Microsoft worth $187K as of Q4 2024.
Sanctuary Wealth Management left its Microsoft share count unchanged in Q4 2024.
Microsoft made up 0.12% of Sanctuary Wealth Management's portfolio in Q4 2024, its #43 holding.
Sanctuary Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 10 quarters since.
Sanctuary Wealth Management's Microsoft position peaked at $255K in Q4 2021.
5,859 funds tracked by Wall St. Rank held Microsoft as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.