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Waypoint Wealth Partners’s Microsoft MSFT Stock Holding History

Waypoint 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
2025
Q2 		$717K Buy
1,441
+908
+170% +$394K 0.17% 36
2025
Q1 		$200K Sell
533
-1,127
-68% -$459K 0.06% 68
2024
Q4 		$700K Sell
1,660
-395
-19% -$168K 0.19% 34
2024
Q3 		$884K Sell
2,055
-366
-15% -$156K 0.23% 31
2024
Q2 		$1.08M Buy
2,421
+170
+8% +$71.8K 0.32% 26
2024
Q1 		$947K Sell
2,251
-462
-17% -$187K 0.27% 26
2023
Q4 		$1.02M Buy
2,713
+277
+11% +$98.6K 0.32% 24
2023
Q3 		$769K Hold
2,436
– – 0.27% 25
2023
Q2 		$830K Sell
2,436
-2,068
-46% -$648K 0.28% 24
2023
Q1 		$1.3M Sell
4,504
-1,425
-24% -$363K 0.46% 20
2022
Q4 		$1.42M Buy
+5,929
New +$1.42M 0.56% 18
2022
Q1 		– Sell
-1,934
Closed -$650K – 52
2021
Q4 		$650K Buy
+1,934
New +$627K 0.22% 28

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waypoint Wealth Partners's MSFT Position: Q2 2025 in Review

Waypoint Wealth Partners increased its Microsoft (MSFT) stake by 170% in Q2 2025, buying an estimated $394K and bringing the position to 1,441 shares worth $717K. The position accounts for 0.17% of the portfolio, ranked #36.

Waypoint Wealth Partners first reported a position in MSFT in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.42M in Q4 2022. 5,816 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

  • Waypoint Wealth Partners held 1,441 shares of Microsoft worth $717K as of Q2 2025.
  • Waypoint Wealth Partners bought 908 Microsoft shares in Q2 2025, an estimated $394K.
  • Microsoft made up 0.17% of Waypoint Wealth Partners's portfolio in Q2 2025, its #36 holding.
  • Waypoint Wealth Partners first reported a position in Microsoft in Q4 2021 and has held it in 12 quarters since.
  • Waypoint Wealth Partners's Microsoft position peaked at $1.42M in Q4 2022.
  • 5,816 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.