Schechter Investment Advisors’s Microsoft MSFT Stock Holding History

Schechter Investment 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 Q1	$19.1M	Sell	50,796 -13,469	-21%	-$5.49M	1.57%	13
2024 Q4	$27.1M	Sell	64,265 -1,876	-3%	-$799K	2.07%	10
2024 Q3	$28.5M	Sell	66,141 -1,448	-2%	-$619K	2.1%	10
2024 Q2	$30.2M	Buy	67,589 +714	+1%	+$302K	2.28%	8
2024 Q1	$28.1M	Buy	66,875 +7,597	+13%	+$3.08M	2.11%	10
2023 Q4	$22.3M	Buy	59,278 +12	+0%	+$4.27K	1.93%	9
2023 Q3	$18.7M	Buy	59,266 +3,734	+7%	+$1.23M	1.81%	8
2023 Q2	$18.9M	Buy	55,532 +763	+1%	+$239K	1.7%	9
2023 Q1	$15.8M	Buy	54,769 +1,318	+2%	+$336K	1.46%	10
2022 Q4	$12.8M	Buy	53,451 +7,128	+15%	+$1.71M	1.17%	10
2022 Q3	$10.8M	Sell	46,323 -6,465	-12%	-$1.71M	1.06%	9
2022 Q2	$13.6M	Sell	52,788 -445	-0.8%	-$121K	1.32%	8
2022 Q1	$16.4M	Buy	53,233 +1,492	+3%	+$449K	1.53%	5
2021 Q4	$17.4M	Buy	+51,741	New	+$16.8M	1.57%	6

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

Schechter Investment Advisors's MSFT Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Microsoft (MSFT) stake by 21% in Q1 2025, selling an estimated $5.49M and leaving 50,796 shares worth $19.1M. The position accounts for 1.57% of the portfolio, ranked #13.

Schechter Investment Advisors first reported a position in MSFT in Q4 2021 and has held it in 14 quarters since. The position peaked at $30.2M in Q2 2024. 5,764 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

Schechter Investment Advisors held 50,796 shares of Microsoft worth $19.1M as of Q1 2025.
Schechter Investment Advisors sold 13,469 Microsoft shares in Q1 2025, an estimated $5.49M.
Microsoft made up 1.57% of Schechter Investment Advisors's portfolio in Q1 2025, its #13 holding.
Schechter Investment Advisors first reported a position in Microsoft in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Microsoft position peaked at $30.2M in Q2 2024.
5,764 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.