TritonPoint Wealth’s Microsoft MSFT Stock Holding History

TritonPoint Wealth’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	$23M	Sell	62,116 -1,374	-2%	-$575K	2.46%	7
2025 Q4	$30.7M	Sell	63,490 -18,953	-23%	-$9.5M	3.11%	6
2025 Q3	$42.7M	Sell	82,443 -152	-0.2%	-$77.5K	3.66%	3
2025 Q2	$41.1M	Sell	82,595 -1,666	-2%	-$723K	3.8%	2
2025 Q1	$31.6M	Buy	84,261 +540	+0.6%	+$220K	3.01%	4
2024 Q4	$35.3M	Sell	83,721 -422	-0.5%	-$180K	3.19%	3
2024 Q3	$36M	Buy	84,143 +2,979	+4%	+$1.27M	3.29%	2
2024 Q2	$36.3M	Buy	81,164 +6,743	+9%	+$2.85M	3.49%	2
2024 Q1	$26.9M	Sell	74,421 -8,323	-10%	-$3.37M	2.81%	4
2023 Q4	$31.1M	Buy	+82,744	New	+$29.5M	3.04%	3

Other funds holding MSFT

BlackRock New York $5.7T 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 $1.47T 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

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