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U.S. Wealth Group’s Microsoft MSFT Stock Holding History

U.S. Wealth Group’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 		$5.34M Sell
11,044
-86
-0.8% -$43.1K 3.52% 9
2025
Q3 		$5.76M Sell
11,130
-1,522
-12% -$776K 3.77% 10
2025
Q2 		$6.29M Buy
12,652
+708
+6% +$307K 4.91% 6
2025
Q1 		$4.48M Sell
11,944
-258
-2% -$105K 3.55% 8
2024
Q4 		$5.14M Buy
+12,202
New +$5.2M 3.89% 8

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

U.S. Wealth Group's MSFT Position: Q4 2025 in Review

U.S. Wealth Group reduced its Microsoft (MSFT) stake by 0.77% in Q4 2025, selling an estimated $43.1K and leaving 11,044 shares worth $5.34M. The position accounts for 3.52% of the portfolio, ranked #9.

U.S. Wealth Group first reported a position in MSFT in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.29M in Q2 2025. 6,290 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • U.S. Wealth Group held 11,044 shares of Microsoft worth $5.34M as of Q4 2025.
  • U.S. Wealth Group sold 86 Microsoft shares in Q4 2025, an estimated $43.1K.
  • Microsoft made up 3.52% of U.S. Wealth Group's portfolio in Q4 2025, its #9 holding.
  • U.S. Wealth Group first reported a position in Microsoft in Q4 2024 and has held it in 5 quarters since.
  • U.S. Wealth Group's Microsoft position peaked at $6.29M in Q2 2025.
  • 6,290 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on U.S. Wealth Group's 13F filing for Q4 2025, filed 17 Mar 2026.