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Signify Wealth’s Microsoft MSFT Stock Holding History

Signify 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
2024
Q4 		$932K Buy
2,211
+1
+0% +$426 1.05% 19
2024
Q3 		$951K Sell
2,210
-98
-4% -$41.9K 1.17% 19
2024
Q2 		$1.03M Sell
2,308
-201
-8% -$84.9K 1.48% 17
2024
Q1 		$1.06M Buy
2,509
+294
+13% +$119K 1.75% 15
2023
Q4 		$833K Sell
2,215
-52
-2% -$18.5K 1.26% 19
2023
Q3 		$716K Buy
2,267
+146
+7% +$48.2K 0.96% 28
2023
Q2 		$722K Buy
+2,121
New +$665K 0.62% 22

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Signify Wealth's MSFT Position: Q4 2024 in Review

Signify Wealth increased its Microsoft (MSFT) stake by 0.05% in Q4 2024, buying an estimated $426 and bringing the position to 2,211 shares worth $932K. The position accounts for 1.05% of the portfolio, ranked #19.

Signify Wealth first reported a position in MSFT in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.06M in Q1 2024. 5,859 funds tracked by Wall St. Rank hold MSFT as of Q4 2024.

  • Signify Wealth held 2,211 shares of Microsoft worth $932K as of Q4 2024.
  • Signify Wealth bought 1 Microsoft share in Q4 2024, an estimated $426.
  • Microsoft made up 1.05% of Signify Wealth's portfolio in Q4 2024, its #19 holding.
  • Signify Wealth first reported a position in Microsoft in Q2 2023 and has held it in 7 quarters since.
  • Signify Wealth's Microsoft position peaked at $1.06M in Q1 2024.
  • 5,859 funds tracked by Wall St. Rank held Microsoft as of Q4 2024.

Based on Signify Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.