Windward Private Wealth Management’s Microsoft MSFT Stock Holding History

Windward Private 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 Q1	–	Sell	-492	Closed	-$207K	–	45
2024 Q4	$207K	Sell	492 -500	-50%	-$213K	0.08%	45
2024 Q3	$427K	Buy	992 +440	+80%	+$188K	0.16%	35
2024 Q2	$247K	Hold	552	–	–	0.1%	45
2024 Q1	$232K	Hold	552	–	–	0.09%	46
2023 Q4	$208K	Buy	+552	New	+$196K	0.09%	47

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

Windward Private Wealth Management's MSFT Position: Q1 2025 in Review

Windward Private Wealth Management sold out of Microsoft (MSFT) in Q1 2025, closing a stake of 492 shares — an estimated $207K sold.

Windward Private Wealth Management first reported a position in MSFT in Q4 2023 and held it in 5 quarters. The position peaked at $427K in Q3 2024. 5,764 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

Windward Private Wealth Management reported no remaining Microsoft position as of Q1 2025 after selling out during the quarter.
Windward Private Wealth Management sold 492 Microsoft shares in Q1 2025, an estimated $207K.
Windward Private Wealth Management first reported a position in Microsoft in Q4 2023 and held it in 5 quarters.
Windward Private Wealth Management's Microsoft position peaked at $427K in Q3 2024.
5,764 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on Windward Private Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.