TWM
MSFT icon

Tanager Wealth Management’s Microsoft MSFT Stock Holding History

Tanager Wealth 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
2026
Q1 		$16.3M Buy
43,969
+18,589
+73% +$7.78M 1.58% 18
2025
Q4 		$12.3M Buy
25,380
+988
+4% +$495K 1.23% 22
2025
Q3 		$12.6M Buy
24,392
+626
+3% +$319K 1.33% 23
2025
Q2 		$11.8M Sell
23,766
-812
-3% -$353K 1.39% 20
2025
Q1 		$9.23M Buy
24,578
+1,392
+6% +$568K 1.2% 20
2024
Q4 		$9.77M Buy
23,186
+492
+2% +$210K 1.27% 19
2024
Q3 		$9.77M Buy
22,694
+491
+2% +$210K 1.31% 21
2024
Q2 		$9.92M Buy
22,203
+16,051
+261% +$6.78M 1.48% 19
2024
Q1 		$2.59M Buy
6,152
+56
+0.9% +$22.7K 0.42% 30
2023
Q4 		$2.29M Buy
6,096
+101
+2% +$35.9K 0.42% 30
2023
Q3 		$1.89M Buy
5,995
+676
+13% +$223K 0.39% 28
2023
Q2 		$1.81M Sell
5,319
-74
-1% -$23.2K 0.39% 35
2023
Q1 		$1.55M Sell
5,393
-2,083
-28% -$531K 0.37% 34
2022
Q4 		$1.79M Buy
7,476
+6,096
+442% +$1.46M 0.48% 31
2022
Q3 		$321K Hold
1,380
– – 0.25% 31
2022
Q2 		$354K Sell
1,380
-717
-34% -$195K 0.29% 28
2022
Q1 		$647K Sell
2,097
-971
-32% -$292K 0.49% 24
2021
Q4 		$1.03M Buy
+3,068
New +$995K 0.78% 20

Other funds holding MSFT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return