SAW
MSFT icon

Signal Advisors Wealth’s Microsoft MSFT Stock Holding History

Signal Advisors Wealth’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
2026
Q1 		$26.2M Buy
70,908
+20,995
+42% +$8.79M 1.8% 8
2025
Q4 		$24.1M Buy
49,913
+2,972
+6% +$1.49M 1.92% 9
2025
Q3 		$24.3M Buy
46,941
+10,168
+28% +$5.19M 2.2% 8
2025
Q2 		$18.3M Buy
36,773
+10,122
+38% +$4.4M 1.43% 13
2025
Q1 		$10M Buy
26,651
+3,000
+13% +$1.22M 0.98% 18
2024
Q4 		$9.97M Buy
23,651
+3,898
+20% +$1.66M 1.13% 16
2024
Q3 		$8.5M Buy
19,753
+17,801
+912% +$7.61M 1.22% 14
2024
Q2 		$872K Sell
1,952
-10,780
-85% -$4.55M 1.91% 15
2024
Q1 		$5.36M Buy
12,732
+4,243
+50% +$1.72M 1.33% 15
2023
Q4 		$3.19M Buy
+8,489
New +$3.02M 1.11% 25

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return