Simplify Asset Management’s Microsoft MSFT Stock Holding History

Simplify Asset Management’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	–	Sell	-619	Closed	-$266K	–	116
2024 Q3	$266K	Sell	619 -322	-34%	-$138K	0.01%	95
2024 Q2	$421K	Hold	941	–	–	0.03%	88
2024 Q1	$396K	Sell	941 -112	-11%	-$45.3K	0.02%	93
2023 Q4	$396K	Buy	1,053 +53	+5%	+$18.9K	0.04%	97
2023 Q3	$316K	Sell	1,000 -375	-27%	-$124K	0.04%	108
2023 Q2	$468K	Sell	1,375 -1,305	-49%	-$409K	0.06%	93
2023 Q1	$773K	Buy	+2,680	New	+$684K	0.11%	69
2022 Q4	–	Sell	-1,352	Closed	-$315K	–	82
2022 Q3	$315K	Buy	1,352 +78	+6%	+$20.6K	0.03%	63
2022 Q2	$327K	Sell	1,274 -1,286	-50%	-$349K	0.01%	59
2022 Q1	$789K	Sell	2,560 -366	-13%	-$110K	0.03%	45
2021 Q4	$984K	Buy	2,926 +1,492	+104%	+$484K	0.04%	21
2021 Q3	$404K	Buy	+1,434	New	+$417K	0.03%	24

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Simplify Asset Management's MSFT Position: Q4 2024 in Review

Simplify Asset Management sold out of Microsoft (MSFT) in Q4 2024, closing a stake of 619 shares — an estimated $266K sold.

Simplify Asset Management first reported a position in MSFT in Q3 2021 and held it in 12 quarters. The position peaked at $984K in Q4 2021. 5,859 funds tracked by Wall St. Rank hold MSFT as of Q4 2024.

Simplify Asset Management reported no remaining Microsoft position as of Q4 2024 after selling out during the quarter.
Simplify Asset Management sold 619 Microsoft shares in Q4 2024, an estimated $266K.
Simplify Asset Management first reported a position in Microsoft in Q3 2021 and held it in 12 quarters.
Simplify Asset Management's Microsoft position peaked at $984K in Q4 2021.
5,859 funds tracked by Wall St. Rank held Microsoft as of Q4 2024.

Based on Simplify Asset Management's 13F filing for Q4 2024, filed 11 Feb 2025.