Wolf Group Capital Advisors’s Microsoft MSFT Stock Holding History

Wolf Group Capital 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 Q1	$2.99M	Buy	7,955 +2,350	+42%	+$958K	1%	26
2024 Q4	$1.91M	Hold	5,605	–	–	0.92%	40
2024 Q3	$1.91M	Sell	5,605 -1,489	-21%	-$636K	0.91%	41
2024 Q2	$3.17M	Buy	7,094 +1,489	+27%	+$629K	1.25%	22
2024 Q1	$1.91M	Hold	5,605	–	–	0.91%	41
2023 Q4	$1.91M	Buy	5,605 +52	+0.9%	+$18.5K	0.91%	41
2023 Q3	$1.75M	Buy	5,553 +12	+0.2%	+$3.96K	0.83%	42
2023 Q2	$1.84M	Sell	5,541 -2,792	-34%	-$875K	0.92%	36
2023 Q1	$2.4M	Sell	8,333 -168	-2%	-$42.9K	1.19%	26
2022 Q4	$2.04M	Buy	8,501 +1,213	+17%	+$291K	0.96%	33
2022 Q3	$1.7M	Sell	7,288 -14	-0.2%	-$3.7K	0.93%	38
2022 Q2	$1.88M	Buy	7,302 +276	+4%	+$74.9K	0.97%	34
2022 Q1	$2.17M	Sell	7,026 -14,793	-68%	-$4.45M	1.11%	28
2021 Q4	$7.34M	Buy	21,819 +14,403	+194%	+$4.67M	1.2%	26
2021 Q3	$2.09M	Buy	7,416 +6,012	+428%	+$1.75M	1.14%	27
2021 Q2	$380K	Buy	1,404 +379	+37%	+$96.3K	0.2%	80
2021 Q1	$242K	Hold	1,025	–	–	0.14%	92
2020 Q4	$228K	Hold	1,025	–	–	0.14%	88
2020 Q3	$216K	Buy	+1,025	New	+$215K	0.15%	79

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

Wolf Group Capital Advisors's MSFT Position: Q1 2025 in Review

Wolf Group Capital Advisors increased its Microsoft (MSFT) stake by 42% in Q1 2025, buying an estimated $958K and bringing the position to 7,955 shares worth $2.99M. The position accounts for 1% of the portfolio, ranked #26.

Wolf Group Capital Advisors first reported a position in MSFT in Q3 2020 and has held it in 19 quarters since. The position peaked at $7.34M in Q4 2021. 5,765 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

Wolf Group Capital Advisors held 7,955 shares of Microsoft worth $2.99M as of Q1 2025.
Wolf Group Capital Advisors bought 2,350 Microsoft shares in Q1 2025, an estimated $958K.
Microsoft made up 1% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #26 holding.
Wolf Group Capital Advisors first reported a position in Microsoft in Q3 2020 and has held it in 19 quarters since.
Wolf Group Capital Advisors's Microsoft position peaked at $7.34M in Q4 2021.
5,765 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.