Wellington Capital Management’s Microsoft MSFT Stock Holding History

Wellington Capital Management’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	$9.94M	Buy	+19,987	New	+$8.68M	14.85%	1

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

Wellington Capital Management's MSFT Position: Q2 2025 in Review

Wellington Capital Management opened a new position in Microsoft (MSFT) in Q2 2025: 19,987 shares worth $9.94M. The stake represents 14.85% of the portfolio and ranks #1 among its holdings.

5,814 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

Wellington Capital Management held 19,987 shares of Microsoft worth $9.94M as of Q2 2025.
Microsoft was a new Wellington Capital Management position in Q2 2025.
Microsoft made up 14.85% of Wellington Capital Management's portfolio in Q2 2025, its #1 holding.
5,814 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.