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Total Wealth Planning’s Microsoft MSFT Stock Holding History

Total Wealth Planning’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
-1,490
Closed -$772K – 81
2025
Q3 		$772K Buy
1,490
+301
+25% +$154K 0.09% 68
2025
Q2 		$591K Buy
1,189
+81
+7% +$35.2K 0.07% 70
2025
Q1 		$416K Sell
1,108
-47
-4% -$19.2K 0.06% 69
2024
Q4 		$487K Buy
+1,155
New +$492K 0.08% 68
2021
Q4 		– Sell
-959
Closed -$270K – 42
2021
Q3 		$270K Sell
959
-18
-2% -$5.24K 0.1% 42
2021
Q2 		$265K Buy
977
+77
+9% +$19.6K 0.1% 41
2021
Q1 		$212K Sell
900
-519
-37% -$120K 0.09% 39
2020
Q4 		$316K Buy
1,419
+6
+0.4% +$1.29K 0.15% 37
2020
Q3 		$297K Buy
1,413
+2
+0.1% +$420 0.15% 36
2020
Q2 		$287K Buy
1,411
+1
+0.1% +$182 0.16% 33
2020
Q1 		$222K Buy
+1,410
New +$232K 0.14% 32

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

Total Wealth Planning's MSFT Position: Q4 2025 in Review

Total Wealth Planning sold out of Microsoft (MSFT) in Q4 2025, closing a stake of 1,490 shares — an estimated $772K sold.

Total Wealth Planning first reported a position in MSFT in Q1 2020 and held it in 11 quarters. The position peaked at $772K in Q3 2025. 6,290 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Total Wealth Planning reported no remaining Microsoft position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 1,490 Microsoft shares in Q4 2025, an estimated $772K.
  • Total Wealth Planning first reported a position in Microsoft in Q1 2020 and held it in 11 quarters.
  • Total Wealth Planning's Microsoft position peaked at $772K in Q3 2025.
  • 6,290 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.