Stonegate Management’s Microsoft MSFT Stock Holding History

Stonegate 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
2025 Q4	–	Sell	-6,114	Closed	-$3.17M	–	37
2025 Q3	$3.17M	Buy	+6,114	New	+$3.12M	2.1%	11

Other funds holding MSFT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Stonegate Management's MSFT Position: Q4 2025 in Review

Stonegate Management sold out of Microsoft (MSFT) in Q4 2025, closing a stake of 6,114 shares — an estimated $3.17M sold.

Stonegate Management first reported a position in MSFT in Q3 2025 and held it in 1 quarter. The position peaked at $3.17M in Q3 2025. 6,313 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

Stonegate Management reported no remaining Microsoft position as of Q4 2025 after selling out during the quarter.
Stonegate Management sold 6,114 Microsoft shares in Q4 2025, an estimated $3.17M.
Stonegate Management first reported a position in Microsoft in Q3 2025 and held it in 1 quarter.
Stonegate Management's Microsoft position peaked at $3.17M in Q3 2025.
6,313 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Stonegate Management's 13F filing for Q4 2025.