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Wealthstream Advisors’s Microsoft MSFT Stock Holding History

Wealthstream Advisors’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 		$7.3M Buy
14,089
+322
+2% +$164K 1.1% 11
2025
Q2 		$6.85M Buy
13,767
+1,301
+10% +$565K 1.14% 10
2025
Q1 		$4.68M Buy
12,466
+47
+0.4% +$19.2K 0.88% 14
2024
Q4 		$5.23M Buy
12,419
+444
+4% +$189K 0.97% 14
2024
Q3 		$5.15M Buy
11,975
+123
+1% +$52.6K 0.94% 14
2024
Q2 		$5.3M Buy
11,852
+115
+1% +$48.6K 1.94% 10
2024
Q1 		$4.94M Buy
11,737
+645
+6% +$261K 1.87% 10
2023
Q4 		$4.17M Buy
11,092
+1,778
+19% +$633K 1.72% 10
2023
Q3 		$2.94M Buy
9,314
+1,944
+26% +$642K 1.52% 12
2023
Q2 		$2.51M Buy
7,370
+1,997
+37% +$626K 1.32% 14
2023
Q1 		$1.55M Buy
5,373
+219
+4% +$55.9K 0.93% 19
2022
Q4 		$1.24M Buy
5,154
+290
+6% +$69.6K 0.81% 20
2022
Q3 		$1.13M Buy
4,864
+363
+8% +$95.8K 1.22% 14
2022
Q2 		$1.16M Sell
4,501
-585
-12% -$159K 1.17% 15
2022
Q1 		$1.57M Buy
5,086
+362
+8% +$109K 1.37% 15
2021
Q4 		$1.59M Buy
+4,724
New +$1.53M 1.35% 14

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

Wealthstream Advisors's MSFT Position: Q3 2025 in Review

Wealthstream Advisors increased its Microsoft (MSFT) stake by 2.3% in Q3 2025, buying an estimated $164K and bringing the position to 14,089 shares worth $7.3M. The position accounts for 1.1% of the portfolio, ranked #11.

Wealthstream Advisors first reported a position in MSFT in Q4 2021 and has held it in 16 quarters since. 5,849 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • Wealthstream Advisors held 14,089 shares of Microsoft worth $7.3M as of Q3 2025.
  • Wealthstream Advisors bought 322 Microsoft shares in Q3 2025, an estimated $164K.
  • Microsoft made up 1.1% of Wealthstream Advisors's portfolio in Q3 2025, its #11 holding.
  • Wealthstream Advisors first reported a position in Microsoft in Q4 2021 and has held it in 16 quarters since.
  • 5,849 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.