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Sellwood Investment Partners’s Microsoft MSFT Stock Holding History

Sellwood Investment Partners’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 		– Sell
-95
Closed -$49.2K – 93
2025
Q3 		$49.2K Buy
+95
New +$48.5K 0.02% 52
2025
Q1 		– Sell
-285
Closed -$120K – 49
2024
Q4 		$120K Buy
+285
New +$121K 0.06% 31

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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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sellwood Investment Partners's MSFT Position: Q4 2025 in Review

Sellwood Investment Partners sold out of Microsoft (MSFT) in Q4 2025, closing a stake of 95 shares — an estimated $49.2K sold.

Sellwood Investment Partners first reported a position in MSFT in Q4 2024 and held it in 2 quarters. The position peaked at $120K in Q4 2024. 6,297 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Sellwood Investment Partners reported no remaining Microsoft position as of Q4 2025 after selling out during the quarter.
  • Sellwood Investment Partners sold 95 Microsoft shares in Q4 2025, an estimated $49.2K.
  • Sellwood Investment Partners first reported a position in Microsoft in Q4 2024 and held it in 2 quarters.
  • Sellwood Investment Partners's Microsoft position peaked at $120K in Q4 2024.
  • 6,297 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Sellwood Investment Partners's 13F filing for Q4 2025, filed 26 Jan 2026.