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SS&H Financial Advisors’s Microsoft MSFT Stock Holding History

SS&H Financial 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
Q4 		$20.2M Sell
41,673
-725
-2% -$363K 5.88% 3
2025
Q3 		$22M Sell
42,398
-30
-0.1% -$15.3K 6.67% 3
2025
Q2 		$21.1M Sell
42,428
-1,442
-3% -$626K 7.05% 3
2025
Q1 		$16.5M Sell
43,870
-916
-2% -$373K 6.14% 3
2024
Q4 		$18.9M Buy
44,786
+101
+0.2% +$43K 6.88% 4
2024
Q3 		$19.2M Buy
44,685
+3,663
+9% +$1.57M 7% 2
2024
Q2 		$18.3M Buy
41,022
+1,370
+3% +$579K 7.16% 2
2024
Q1 		$16.7M Sell
39,652
-675
-2% -$273K 6.95% 2
2023
Q4 		$15.2M Sell
40,327
-150
-0.4% -$53.4K 6.43% 3
2023
Q3 		$12.8M Buy
+40,477
New +$13.4M 5.98% 3
2023
Q1 		$12.5M Buy
43,201
+1,067
+3% +$272K 5.71% 3
2022
Q4 		$10.1M Sell
42,134
-2,475
-6% -$594K 4.81% 4
2022
Q3 		$10.4M Sell
44,609
-1,500
-3% -$396K 5.37% 3
2022
Q2 		$11.8M Sell
46,109
-697
-1% -$189K 5.47% 2
2022
Q1 		$14.4M Buy
+46,806
New +$14.1M 5.64% 2

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SS&H Financial Advisors's MSFT Position: Q4 2025 in Review

SS&H Financial Advisors reduced its Microsoft (MSFT) stake by 1.7% in Q4 2025, selling an estimated $363K and leaving 41,673 shares worth $20.2M. The position accounts for 5.88% of the portfolio, ranked #3.

SS&H Financial Advisors first reported a position in MSFT in Q1 2022 and has held it in 15 quarters since. The position peaked at $22M in Q3 2025. 6,290 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • SS&H Financial Advisors held 41,673 shares of Microsoft worth $20.2M as of Q4 2025.
  • SS&H Financial Advisors sold 725 Microsoft shares in Q4 2025, an estimated $363K.
  • Microsoft made up 5.88% of SS&H Financial Advisors's portfolio in Q4 2025, its #3 holding.
  • SS&H Financial Advisors first reported a position in Microsoft in Q1 2022 and has held it in 15 quarters since.
  • SS&H Financial Advisors's Microsoft position peaked at $22M in Q3 2025.
  • 6,290 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.