Wade Financial Advisory’s Microsoft MSFT Stock Holding History

Wade Financial Advisory’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	$1.31M	Buy	3,484 +29	+0.8%	+$11.8K	0.45%	33
2024 Q4	$1.46M	Hold	3,455	–	–	0.49%	31
2024 Q3	$1.49M	Hold	3,455	–	–	0.5%	31
2024 Q2	$1.54M	Hold	3,455	–	–	0.56%	30
2024 Q1	$1.45M	Hold	3,455	–	–	0.53%	30
2023 Q4	$1.3M	Sell	3,455 -140	-4%	-$49.8K	0.49%	33
2023 Q3	$1.14M	Buy	3,595 +120	+3%	+$39.7K	0.49%	32
2023 Q2	$1.18M	Hold	3,475	–	–	0.47%	32
2023 Q1	$1M	Hold	3,475	–	–	0.42%	34
2022 Q4	$833K	Hold	3,475	–	–	0.38%	39
2022 Q3	$809K	Buy	3,475 +725	+26%	+$191K	0.41%	37
2022 Q2	$706K	Buy	2,750 +20	+0.7%	+$5.43K	0.33%	43
2022 Q1	$842K	Buy	2,730 +1,804	+195%	+$543K	0.36%	39
2021 Q4	$312K	Hold	926	–	–	0.16%	61
2021 Q3	$261K	Buy	926 +103	+13%	+$30K	0.15%	67
2021 Q2	$223K	Buy	+823	New	+$209K	0.12%	70

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

Norges Bank Oslo, Norway $935B AUM

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

Wade Financial Advisory's MSFT Position: Q1 2025 in Review

Wade Financial Advisory increased its Microsoft (MSFT) stake by 0.84% in Q1 2025, buying an estimated $11.8K and bringing the position to 3,484 shares worth $1.31M. The position accounts for 0.45% of the portfolio, ranked #33.

Wade Financial Advisory first reported a position in MSFT in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.54M in Q2 2024. 5,764 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

Wade Financial Advisory held 3,484 shares of Microsoft worth $1.31M as of Q1 2025.
Wade Financial Advisory bought 29 Microsoft shares in Q1 2025, an estimated $11.8K.
Microsoft made up 0.45% of Wade Financial Advisory's portfolio in Q1 2025, its #33 holding.
Wade Financial Advisory first reported a position in Microsoft in Q2 2021 and has held it in 16 quarters since.
Wade Financial Advisory's Microsoft position peaked at $1.54M in Q2 2024.
5,764 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.