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Vishria Bird Financial Group’s Microsoft MSFT Stock Holding History

Vishria Bird Financial 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
Q3 		$18.3M Buy
35,377
+431
+1% +$220K 3.59% 9
2025
Q2 		$17.4M Sell
34,946
-546
-2% -$237K 5.78% 5
2025
Q1 		$13.3M Sell
35,492
-597
-2% -$243K 4.53% 6
2024
Q4 		$15.2M Sell
36,089
-281
-0.8% -$120K 5.33% 5
2024
Q3 		$15.7M Sell
36,370
-76
-0.2% -$32.5K 5.93% 3
2024
Q2 		$16.3M Sell
36,446
-233
-0.6% -$98.4K 6.84% 3
2024
Q1 		$15.4M Buy
36,679
+135
+0.4% +$54.7K 6.6% 3
2023
Q4 		$13.7M Sell
36,544
-1,193
-3% -$425K 6.5% 3
2023
Q3 		$11.9M Sell
37,737
-25
-0.1% -$8.26K 6.75% 3
2023
Q2 		$12.9M Sell
37,762
-37
-0.1% -$11.6K 7.64% 3
2023
Q1 		$10.9M Sell
37,799
-184
-0.5% -$46.9K 6.97% 4
2022
Q4 		$9.11M Sell
37,983
-42
-0.1% -$10.1K 6.35% 5
2022
Q3 		$8.86M Sell
38,025
-87
-0.2% -$23K 5.96% 5
2022
Q2 		$9.79M Buy
38,112
+326
+0.9% +$88.5K 6.51% 4
2022
Q1 		$11.7M Buy
37,786
+419
+1% +$126K 6.44% 5
2021
Q4 		$12.6M Buy
37,367
+434
+1% +$141K 5.85% 7
2021
Q3 		$10.4M Buy
36,933
+517
+1% +$150K 5.46% 7
2021
Q2 		$9.87M Buy
36,416
+1,092
+3% +$278K 4.86% 6
2021
Q1 		$8.33M Buy
35,324
+606
+2% +$141K 4.6% 6
2020
Q4 		$7.72M Buy
34,718
+608
+2% +$131K 4.4% 7
2020
Q3 		$7.17M Sell
34,110
-20
-0.1% -$4.2K 4.51% 8
2020
Q2 		$6.95M Sell
34,130
-415
-1% -$75.3K 5.43% 5
2020
Q1 		$5.4M Buy
34,545
+981
+3% +$161K 5.65% 6
2019
Q4 		$5.29M Buy
33,564
+28,140
+519% +$4.13M 5.14% 9
2019
Q3 		$754K Buy
5,424
+13
+0.2% +$1.79K 0.86% 20
2019
Q2 		$725K Buy
5,411
+243
+5% +$30.9K 0.72% 22
2019
Q1 		$610K Buy
5,168
+557
+12% +$60.8K 0.62% 23
2018
Q4 		$468K Buy
4,611
+279
+6% +$29.9K 0.52% 26
2018
Q3 		$495K Hold
4,332
– – 0.42% 24
2018
Q2 		$427K Buy
+4,332
New +$420K 0.4% 26

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
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

Vishria Bird Financial Group's MSFT Position: Q3 2025 in Review

Vishria Bird Financial Group increased its Microsoft (MSFT) stake by 1.2% in Q3 2025, buying an estimated $220K and bringing the position to 35,377 shares worth $18.3M. The position accounts for 3.59% of the portfolio, ranked #9.

Vishria Bird Financial Group first reported a position in MSFT in Q2 2018 and has held it in 30 quarters since. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • Vishria Bird Financial Group held 35,377 shares of Microsoft worth $18.3M as of Q3 2025.
  • Vishria Bird Financial Group bought 431 Microsoft shares in Q3 2025, an estimated $220K.
  • Microsoft made up 3.59% of Vishria Bird Financial Group's portfolio in Q3 2025, its #9 holding.
  • Vishria Bird Financial Group first reported a position in Microsoft in Q2 2018 and has held it in 30 quarters since.
  • 5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.