SWP
MSFT icon

Significant Wealth Partners’s Microsoft MSFT Stock Holding History

Significant Wealth 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
2026
Q1 		– Sell
-878
Closed -$425K – 115
2025
Q4 		$425K Sell
878
-113
-11% -$56.6K 0.47% 28
2025
Q3 		$513K Sell
991
-26
-3% -$13.3K 0.25% 41
2025
Q2 		$506K Sell
1,017
-83
-8% -$36K 0.25% 31
2025
Q1 		$413K Buy
1,100
+79
+8% +$32.2K 0.21% 41
2024
Q4 		$430K Sell
1,021
-487
-32% -$207K 0.22% 30
2024
Q3 		$649K Buy
1,508
+73
+5% +$31.2K 0.34% 18
2024
Q2 		$641K Buy
1,435
+89
+7% +$37.6K 0.36% 13
2024
Q1 		$566K Buy
1,346
+106
+9% +$42.9K 0.37% 72
2023
Q4 		$466K Buy
+1,240
New +$441K 0.34% 85

Other funds holding MSFT

BlackRock
BlackRock New York $5.7T 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 $1.47T 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return