swisspartners Advisors’s Microsoft MSFT Stock Holding History

swisspartners 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
2026 Q1	$236K	Hold	640	–	–	0.15%	22
2025 Q4	$309K	Hold	640	–	–	0.22%	21
2025 Q3	$332K	Hold	640	–	–	0.27%	19
2025 Q2	$318K	Sell	640 -5,666	-90%	-$2.46M	0.3%	22
2025 Q1	$2.09M	Buy	6,306 +5,666	+885%	+$2.31M	2.21%	14
2024 Q4	$245K	Hold	640	–	–	0.26%	23
2024 Q3	$233K	Hold	640	–	–	0.21%	27
2024 Q2	$258K	Hold	640	–	–	0.26%	27
2024 Q1	$243K	Hold	640	–	–	0.2%	27
2023 Q4	$203K	Hold	640	–	–	0.18%	28
2023 Q3	$185K	Hold	640	–	–	0.16%	28
2023 Q2	$218K	Buy	+640	New	+$201K	0.18%	27
2022 Q1	–	Sell	-640	Closed	-$218K	–	31
2021 Q4	$218K	Buy	+640	New	+$207K	0.16%	30
2021 Q3	–	Sell	-1,000	Closed	-$271K	–	33
2021 Q2	$271K	Buy	+1,000	New	+$254K	0.21%	30
2020 Q1	–	Sell	-1,775	Closed	-$280K	–	24
2019 Q4	$280K	Buy	+1,775	New	+$261K	0.27%	19

Other funds holding MSFT

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return