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United Wealth Management’s Microsoft MSFT Stock Holding History

United 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
2025
Q3 		– Sell
-416
Closed -$207K – 24
2025
Q2 		$207K Buy
+416
New +$181K 0.06% 22

Other funds holding MSFT

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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

United Wealth Management's MSFT Position: Q3 2025 in Review

United Wealth Management sold out of Microsoft (MSFT) in Q3 2025, closing a stake of 416 shares — an estimated $207K sold.

United Wealth Management first reported a position in MSFT in Q2 2025 and held it in 1 quarter. The position peaked at $207K in Q2 2025. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • United Wealth Management reported no remaining Microsoft position as of Q3 2025 after selling out during the quarter.
  • United Wealth Management sold 416 Microsoft shares in Q3 2025, an estimated $207K.
  • United Wealth Management first reported a position in Microsoft in Q2 2025 and held it in 1 quarter.
  • United Wealth Management's Microsoft position peaked at $207K in Q2 2025.
  • 5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on United Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.