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Siligmueller & Norvid Wealth Advisors’s Microsoft MSFT Stock Holding History

Siligmueller & Norvid Wealth Advisors’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
Q3 		$2.9M Buy
5,594
+3,752
+204% +$1.91M 1.3% 23
2025
Q2 		$931K Hold
1,842
– – 0.36% 47
2025
Q1 		$691K Buy
1,842
+1
+0.1% +$408 0.29% 58
2024
Q4 		$776K Buy
+1,841
New +$784K 0.33% 54

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's MSFT Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors increased its Microsoft (MSFT) stake by 204% in Q3 2025, buying an estimated $1.91M and bringing the position to 5,594 shares worth $2.9M. The position accounts for 1.3% of the portfolio, ranked #23.

Siligmueller & Norvid Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 4 quarters since. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 5,594 shares of Microsoft worth $2.9M as of Q3 2025.
  • Siligmueller & Norvid Wealth Advisors bought 3,752 Microsoft shares in Q3 2025, an estimated $1.91M.
  • Microsoft made up 1.3% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #23 holding.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 4 quarters since.
  • 5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.