Von Berge Wealth Management Group’s Microsoft MSFT Stock Holding History

Von Berge Wealth Management 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	–	Sell	-3,814	Closed	-$1.93M	–	27
2025 Q2	$1.93M	Buy	3,814 +1	+0%	+$434	1.08%	22
2025 Q1	$1.48M	Sell	3,813 -249	-6%	-$102K	0.95%	22
2024 Q4	$1.69M	Sell	4,062 -28	-0.7%	-$11.9K	1.02%	21
2024 Q3	$1.72M	Sell	4,090 -272	-6%	-$116K	1.06%	21
2024 Q2	$1.99M	Buy	4,362 +110	+3%	+$46.5K	1.27%	21
2024 Q1	$1.79M	Buy	4,252 +232	+6%	+$93.9K	1.15%	22
2023 Q4	$1.56M	Buy	4,020 +619	+18%	+$220K	1.2%	21
2023 Q3	$1.07M	Buy	3,401 +98	+3%	+$32.4K	0.92%	24
2023 Q2	$1.12M	Sell	3,303 -12	-0.4%	-$3.76K	0.93%	24
2023 Q1	$952K	Buy	3,315 +11	+0.3%	+$2.81K	0.85%	27
2022 Q4	$820K	Buy	3,304 +15	+0.5%	+$3.6K	0.74%	27
2022 Q3	$754K	Hold	3,289	–	–	0.8%	28
2022 Q2	$831K	Buy	3,289 +89	+3%	+$24.2K	0.86%	26
2022 Q1	$895K	Hold	3,200	–	–	0.82%	27
2021 Q4	$995K	Buy	+3,200	New	+$1.04M	0.92%	27

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Von Berge Wealth Management Group's MSFT Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Microsoft (MSFT) in Q3 2025, closing a stake of 3,814 shares — an estimated $1.93M sold.

Von Berge Wealth Management Group first reported a position in MSFT in Q4 2021 and held it in 15 quarters. The position peaked at $1.99M in Q2 2024. 5,849 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

Von Berge Wealth Management Group reported no remaining Microsoft position as of Q3 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 3,814 Microsoft shares in Q3 2025, an estimated $1.93M.
Von Berge Wealth Management Group first reported a position in Microsoft in Q4 2021 and held it in 15 quarters.
Von Berge Wealth Management Group's Microsoft position peaked at $1.99M in Q2 2024.
5,849 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.