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Towneley Capital Management’s Microsoft MSFT Stock Holding History

Towneley Capital 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
Q2 		– Sell
-711
Closed -$267K – 42
2025
Q1 		$267K Sell
711
-1,977
-74% -$806K 0.06% 33
2024
Q4 		$1.13M Buy
+2,688
New +$1.14M 0.27% 23

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Towneley Capital Management's MSFT Position: Q2 2025 in Review

Towneley Capital Management sold out of Microsoft (MSFT) in Q2 2025, closing a stake of 711 shares — an estimated $267K sold.

Towneley Capital Management first reported a position in MSFT in Q4 2024 and held it in 2 quarters. The position peaked at $1.13M in Q4 2024. 5,814 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

  • Towneley Capital Management reported no remaining Microsoft position as of Q2 2025 after selling out during the quarter.
  • Towneley Capital Management sold 711 Microsoft shares in Q2 2025, an estimated $267K.
  • Towneley Capital Management first reported a position in Microsoft in Q4 2024 and held it in 2 quarters.
  • Towneley Capital Management's Microsoft position peaked at $1.13M in Q4 2024.
  • 5,814 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Towneley Capital Management's 13F filing for Q2 2025, filed 30 Jul 2025.