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Vertex Planning Partners’s Microsoft MSFT Stock Holding History

Vertex Planning Partners’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 		– Sell
-4,762
Closed -$2.47M – 178
2025
Q3 		$2.47M Buy
4,762
+235
+5% +$120K 0.47% 43
2025
Q2 		$2.25M Buy
4,527
+64
+1% +$27.8K 0.47% 44
2025
Q1 		$1.68M Sell
4,463
-38
-0.8% -$15.5K 0.37% 48
2024
Q4 		$1.9M Buy
4,501
+559
+14% +$238K 0.42% 44
2024
Q3 		$1.7M Sell
3,942
-12
-0.3% -$5.13K 0.41% 38
2024
Q2 		$1.77M Buy
3,954
+82
+2% +$34.6K 0.46% 33
2024
Q1 		$1.63M Sell
3,872
-640
-14% -$259K 0.45% 33
2023
Q4 		$1.7M Buy
4,512
+841
+23% +$299K 0.5% 27
2023
Q3 		$1.16M Buy
3,671
+36
+1% +$11.9K 0.4% 34
2023
Q2 		$1.24M Buy
3,635
+690
+23% +$216K 0.42% 38
2023
Q1 		$849K Sell
2,945
-3,270
-53% -$834K 0.32% 43
2022
Q4 		$1.49M Buy
+6,215
New +$1.49M 0.58% 24

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Vertex Planning Partners's MSFT Position: Q4 2025 in Review

Vertex Planning Partners sold out of Microsoft (MSFT) in Q4 2025, closing a stake of 4,762 shares — an estimated $2.47M sold.

Vertex Planning Partners first reported a position in MSFT in Q4 2022 and held it in 12 quarters. The position peaked at $2.47M in Q3 2025. 6,310 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Vertex Planning Partners reported no remaining Microsoft position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 4,762 Microsoft shares in Q4 2025, an estimated $2.47M.
  • Vertex Planning Partners first reported a position in Microsoft in Q4 2022 and held it in 12 quarters.
  • Vertex Planning Partners's Microsoft position peaked at $2.47M in Q3 2025.
  • 6,310 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.