Willow Creek Wealth Management’s Microsoft MSFT Stock Holding History

Willow Creek Wealth 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 Q3	$2.45M	Buy	4,730 +478	+11%	+$244K	0.2%	48
2025 Q2	$2.12M	Buy	4,252 +112	+3%	+$48.6K	0.19%	49
2025 Q1	$1.55M	Buy	4,140 +285	+7%	+$116K	0.15%	56
2024 Q4	$1.63M	Sell	3,855 -62	-2%	-$26.4K	0.17%	54
2024 Q3	$1.69M	Sell	3,917 -79	-2%	-$33.8K	0.18%	54
2024 Q2	$1.79M	Sell	3,996 -43	-1%	-$18.2K	0.2%	51
2024 Q1	$1.7M	Buy	4,039 +476	+13%	+$193K	0.2%	52
2023 Q4	$1.34M	Buy	3,563 +459	+15%	+$163K	0.17%	58
2023 Q3	$980K	Sell	3,104 -581	-16%	-$192K	0.15%	59
2023 Q2	$1.26M	Buy	3,685 +539	+17%	+$169K	0.18%	57
2023 Q1	$907K	Sell	3,146 -5	-0.2%	-$1.27K	0.14%	57
2022 Q4	$756K	Sell	3,151 -535	-15%	-$128K	0.13%	55
2022 Q3	$858K	Buy	3,686 +618	+20%	+$163K	0.17%	56
2022 Q2	$788K	Buy	3,068 +286	+10%	+$77.6K	0.15%	59
2022 Q1	$858K	Sell	2,782 -55	-2%	-$16.5K	0.17%	48
2021 Q4	$954K	Sell	2,837 -49	-2%	-$15.9K	0.2%	46
2021 Q3	$814K	Hold	2,886	–	–	0.18%	42
2021 Q2	$782K	Buy	2,886 +96	+3%	+$24.4K	0.19%	42
2021 Q1	$658K	Sell	2,790 -201	-7%	-$46.6K	0.24%	33
2020 Q4	$665K	Sell	2,991 -71	-2%	-$15.3K	0.25%	33
2020 Q3	$644K	Sell	3,062 -1,629	-35%	-$342K	0.27%	30
2020 Q2	$955K	Sell	4,691 -446	-9%	-$81K	0.43%	24
2020 Q1	$810K	Buy	5,137 +285	+6%	+$46.9K	0.41%	25
2019 Q4	$765K	Sell	4,852 -46	-0.9%	-$6.76K	0.35%	27
2019 Q3	$681K	Sell	4,898 -16	-0.3%	-$2.2K	0.32%	29
2019 Q2	$658K	Buy	4,914 +33	+0.7%	+$4.19K	0.32%	30
2019 Q1	$576K	Sell	4,881 -325	-6%	-$35.5K	0.29%	33
2018 Q4	$529K	Sell	5,206 -82	-2%	-$8.78K	0.28%	32
2018 Q3	$605K	Buy	5,288 +70	+1%	+$7.59K	0.34%	30
2018 Q2	$515K	Sell	5,218 -435	-8%	-$42.2K	0.29%	31
2018 Q1	$516K	Buy	+5,653	New	+$517K	0.28%	33

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Willow Creek Wealth Management's MSFT Position: Q3 2025 in Review

Willow Creek Wealth Management increased its Microsoft (MSFT) stake by 11% in Q3 2025, buying an estimated $244K and bringing the position to 4,730 shares worth $2.45M. The position accounts for 0.2% of the portfolio, ranked #48.

Willow Creek Wealth Management first reported a position in MSFT in Q1 2018 and has held it in 31 quarters since. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

Willow Creek Wealth Management held 4,730 shares of Microsoft worth $2.45M as of Q3 2025.
Willow Creek Wealth Management bought 478 Microsoft shares in Q3 2025, an estimated $244K.
Microsoft made up 0.2% of Willow Creek Wealth Management's portfolio in Q3 2025, its #48 holding.
Willow Creek Wealth Management first reported a position in Microsoft in Q1 2018 and has held it in 31 quarters since.
5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.