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Walden Wealth Partners’s Microsoft MSFT Stock Holding History

Walden Wealth 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
2024
Q2 		$20.7M Sell
46,425
-561
-1% -$237K 11.58% 2
2024
Q1 		$19.6M Sell
46,986
-203
-0.4% -$82.2K 11.4% 2
2023
Q4 		$17.7M Buy
+47,189
New +$16.8M 11.17% 2

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Walden Wealth Partners's MSFT Position: Q2 2024 in Review

Walden Wealth Partners reduced its Microsoft (MSFT) stake by 1.2% in Q2 2024, selling an estimated $237K and leaving 46,425 shares worth $20.7M. The position accounts for 11.58% of the portfolio, ranked #2.

Walden Wealth Partners first reported a position in MSFT in Q4 2023 and has held it in 3 quarters since. 5,253 funds tracked by Wall St. Rank hold MSFT as of Q2 2024.

  • Walden Wealth Partners held 46,425 shares of Microsoft worth $20.7M as of Q2 2024.
  • Walden Wealth Partners sold 561 Microsoft shares in Q2 2024, an estimated $237K.
  • Microsoft made up 11.58% of Walden Wealth Partners's portfolio in Q2 2024, its #2 holding.
  • Walden Wealth Partners first reported a position in Microsoft in Q4 2023 and has held it in 3 quarters since.
  • 5,253 funds tracked by Wall St. Rank held Microsoft as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.