Summit Investment Advisors’s Microsoft MSFT Stock Holding History

Summit Investment 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 Q2	$980K	Hold	1,870	–	–	0.81%	29
2025 Q1	$810K	Sell	1,870 -27	-1%	-$11K	0.72%	31
2024 Q4	$779K	Buy	+1,897	New	+$808K	0.69%	26

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Investment Advisors's MSFT Position: Q2 2025 in Review

Summit Investment Advisors held its Microsoft (MSFT) position steady in Q2 2025 at 1,870 shares worth $980K. The position accounts for 0.81% of the portfolio, ranked #29.

Summit Investment Advisors first reported a position in MSFT in Q4 2024 and has held it in 3 quarters since. 5,825 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

Summit Investment Advisors held 1,870 shares of Microsoft worth $980K as of Q2 2025.
Summit Investment Advisors left its Microsoft share count unchanged in Q2 2025.
Microsoft made up 0.81% of Summit Investment Advisors's portfolio in Q2 2025, its #29 holding.
Summit Investment Advisors first reported a position in Microsoft in Q4 2024 and has held it in 3 quarters since.
5,825 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.