WS
MSFT icon

Wela Strategies’s Microsoft MSFT Stock Holding History

Wela Strategies’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 		$504K Hold
973
– – 0.19% 38
2025
Q2 		$484K Sell
973
-55
-5% -$23.9K 0.19% 38
2025
Q1 		$386K Buy
+1,028
New +$419K 0.16% 43
2024
Q4 		– Sell
-1,021
Closed -$439K – 70
2024
Q3 		$439K Hold
1,021
– – 0.19% 42
2024
Q2 		$456K Buy
1,021
+346
+51% +$146K 0.21% 34
2024
Q1 		$284K Buy
675
+24
+4% +$9.72K 0.13% 44
2023
Q4 		$245K Buy
+651
New +$232K 0.13% 46

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

Wela Strategies's MSFT Position: Q3 2025 in Review

Wela Strategies held its Microsoft (MSFT) position steady in Q3 2025 at 973 shares worth $504K. The position accounts for 0.19% of the portfolio, ranked #38.

Wela Strategies first reported a position in MSFT in Q4 2023 and has held it in 7 quarters since. 5,849 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • Wela Strategies held 973 shares of Microsoft worth $504K as of Q3 2025.
  • Wela Strategies left its Microsoft share count unchanged in Q3 2025.
  • Microsoft made up 0.19% of Wela Strategies's portfolio in Q3 2025, its #38 holding.
  • Wela Strategies first reported a position in Microsoft in Q4 2023 and has held it in 7 quarters since.
  • 5,849 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.