UFA
MSFT icon

US Financial Advisors’s Microsoft MSFT Stock Holding History

US Financial Advisors’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
Q1 		$2.23M Buy
5,944
+447
+8% +$182K 0.66% 30
2024
Q4 		$2.32M Buy
5,497
+463
+9% +$197K 0.71% 29
2024
Q3 		$2.17M Buy
5,034
+27
+0.5% +$11.5K 0.67% 30
2024
Q2 		$2.24M Buy
5,007
+60
+1% +$25.3K 0.75% 29
2024
Q1 		$2.08M Sell
4,947
-1,058
-18% -$428K 0.72% 29
2023
Q4 		$2.26M Buy
6,005
+16
+0.3% +$5.7K 0.84% 27
2023
Q3 		$1.89M Sell
5,989
-413
-6% -$136K 0.79% 28
2023
Q2 		$2.18M Sell
6,402
-692
-10% -$217K 0.93% 26
2023
Q1 		$2.05M Buy
7,094
+100
+1% +$25.5K 0.91% 27
2022
Q4 		$1.68M Buy
6,994
+945
+16% +$227K 0.84% 28
2022
Q3 		$1.41M Buy
6,049
+173
+3% +$45.7K 0.79% 26
2022
Q2 		$1.51M Hold
5,876
– – 0.85% 24
2022
Q1 		$1.81M Hold
5,876
– – 0.87% 23
2021
Q4 		$1.98M Buy
5,876
+336
+6% +$109K 0.9% 22
2021
Q3 		$1.56M Buy
5,540
+150
+3% +$43.6K 0.77% 23
2021
Q2 		$1.46M Sell
5,390
-944
-15% -$240K 0.71% 25
2021
Q1 		$1.49M Sell
6,334
-43
-0.7% -$9.98K 0.41% 46
2020
Q4 		$1.42M Buy
+6,377
New +$1.37M 0.43% 41
2016
Q2 		$241K Buy
4,367
+60
+1% +$3.12K 0.48% 38
2016
Q1 		$238K Sell
4,307
-1,926
-31% -$101K 0.41% 38
2015
Q4 		$346K Buy
6,233
+1,095
+21% +$57.6K 0.33% 41
2015
Q3 		$227K Buy
5,138
+727
+16% +$32.6K 0.38% 51
2015
Q2 		$195K Sell
4,411
-809
-15% -$36.9K 0.18% 54
2015
Q1 		$212K Buy
5,220
+375
+8% +$16.3K 0.19% 54
2014
Q4 		$225K Buy
+4,845
New +$227K 0.2% 51

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

US Financial Advisors's MSFT Position: Q1 2025 in Review

US Financial Advisors increased its Microsoft (MSFT) stake by 8.1% in Q1 2025, buying an estimated $182K and bringing the position to 5,944 shares worth $2.23M. The position accounts for 0.66% of the portfolio, ranked #30.

US Financial Advisors first reported a position in MSFT in Q4 2014 and has held it in 25 quarters since. The position peaked at $2.32M in Q4 2024. 5,765 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

  • US Financial Advisors held 5,944 shares of Microsoft worth $2.23M as of Q1 2025.
  • US Financial Advisors bought 447 Microsoft shares in Q1 2025, an estimated $182K.
  • Microsoft made up 0.66% of US Financial Advisors's portfolio in Q1 2025, its #30 holding.
  • US Financial Advisors first reported a position in Microsoft in Q4 2014 and has held it in 25 quarters since.
  • US Financial Advisors's Microsoft position peaked at $2.32M in Q4 2024.
  • 5,765 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.