Sherwood Financial Partners’s Microsoft MSFT Stock Holding History

Sherwood Financial 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	-411	Closed	-$213K	–	9
2025 Q3	$213K	Hold	411	–	–	0.19%	9
2025 Q2	$204K	Buy	+411	New	+$178K	0.19%	8

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

Sherwood Financial Partners's MSFT Position: Q4 2025 in Review

Sherwood Financial Partners sold out of Microsoft (MSFT) in Q4 2025, closing a stake of 411 shares — an estimated $213K sold.

Sherwood Financial Partners first reported a position in MSFT in Q2 2025 and held it in 2 quarters. The position peaked at $213K in Q3 2025. 6,309 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

Sherwood Financial Partners reported no remaining Microsoft position as of Q4 2025 after selling out during the quarter.
Sherwood Financial Partners sold 411 Microsoft shares in Q4 2025, an estimated $213K.
Sherwood Financial Partners first reported a position in Microsoft in Q2 2025 and held it in 2 quarters.
Sherwood Financial Partners's Microsoft position peaked at $213K in Q3 2025.
6,309 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Sherwood Financial Partners's 13F filing for Q4 2025, filed 18 Feb 2026.