Beacon Pointe Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $330M | Buy |
891,062
+215,407
| +32% | +$90.1M | 1.74% | 5 |
|
|
2025
Q4 | $327M | Buy |
675,655
+41,887
| +7% | +$21M | 2.29% | 4 |
|
|
2025
Q3 | $328M | Buy |
633,768
+80,328
| +15% | +$41M | 2.78% | 3 |
|
|
2025
Q2 | $275M | Sell |
553,440
-6,139
| -1% | -$2.67M | 2.87% | 4 |
|
|
2025
Q1 | $210M | Buy |
559,579
+8,405
| +2% | +$3.43M | 2.36% | 4 |
|
|
2024
Q4 | $232M | Sell |
551,174
-15,289
| -3% | -$6.51M | 2.57% | 5 |
|
|
2024
Q3 | $244M | Sell |
566,463
-24,360
| -4% | -$10.4M | 2.81% | 4 |
|
|
2024
Q2 | $264M | Sell |
590,823
-46,777
| -7% | -$19.8M | 3.12% | 3 |
|
|
2024
Q1 | $268M | Sell |
637,600
-2,745
| -0.4% | -$1.11M | 2.98% | 3 |
|
|
2023
Q4 | $241M | Sell |
640,345
-27,314
| -4% | -$9.72M | 2.88% | 3 |
|
|
2023
Q3 | $211M | Buy |
667,659
+152,571
| +30% | +$50.4M | 2.63% | 3 |
|
|
2023
Q2 | $175M | Sell |
515,088
-38,890
| -7% | -$12.2M | 2.86% | 3 |
|
|
2023
Q1 | $160M | Buy |
553,978
+4,524
| +0.8% | +$1.15M | 2.72% | 3 |
|
|
2022
Q4 | $132M | Buy |
549,454
+13,117
| +2% | +$3.15M | 2.56% | 3 |
|
|
2022
Q3 | $125M | Sell |
536,337
-4,215
| -0.8% | -$1.11M | 2.8% | 3 |
|
|
2022
Q2 | $139M | Sell |
540,552
-109,152
| -17% | -$29.6M | 2.93% | 3 |
|
|
2022
Q1 | $200M | Buy |
649,704
+370,679
| +133% | +$112M | 2.75% | 3 |
|
|
2021
Q4 | $93.8M | Sell |
279,025
-134,902
| -33% | -$43.7M | 2.45% | 5 |
|
|
2021
Q3 | $117M | Buy |
413,927
+237,686
| +135% | +$69.2M | 2.88% | 3 |
|
|
2021
Q2 | $47.7M | Buy |
176,241
+90,587
| +106% | +$23M | 1.69% | 8 |
|
|
2021
Q1 | $20.2M | Sell |
85,654
-10,772
| -11% | -$2.5M | 1.24% | 15 |
|
|
2020
Q4 | $21.4M | Buy |
96,426
+32,924
| +52% | +$7.08M | 1.47% | 12 |
|
|
2020
Q3 | $13.4M | Sell |
63,502
-13,031
| -17% | -$2.74M | 1.29% | 17 |
|
|
2020
Q2 | $15.6M | Buy |
76,533
+22,419
| +41% | +$4.07M | 1.56% | 11 |
|
|
2020
Q1 | $8.54M | Buy |
54,114
+24,177
| +81% | +$3.98M | 1.36% | 18 |
|
|
2019
Q4 | $4.72M | Buy |
29,937
+6,327
| +27% | +$929K | 1.46% | 15 |
|
|
2019
Q3 | $3.29M | Sell |
23,610
-2,809
| -11% | -$386K | 1.42% | 16 |
|
|
2019
Q2 | $3.54M | Sell |
26,419
-19,429
| -42% | -$2.47M | 1.29% | 18 |
|
|
2019
Q1 | $5.41M | Buy |
45,848
+30,921
| +207% | +$3.37M | 2.03% | 10 |
|
|
2018
Q4 | $1.51M | Buy |
+14,927
| New | +$1.6M | 0.92% | 29 |
|
Other funds holding MSFT
VCM
VPM
Beacon Pointe Advisors's MSFT Position: Q1 2026 in Review
Beacon Pointe Advisors increased its Microsoft (MSFT) stake by 32% in Q1 2026, buying an estimated $90.1M and bringing the position to 891,062 shares worth $330M. The position accounts for 1.74% of the portfolio, ranked #5.
Beacon Pointe Advisors first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Beacon Pointe Advisors held 891,062 shares of Microsoft worth $330M as of Q1 2026.
- Beacon Pointe Advisors bought 215,407 Microsoft shares in Q1 2026, an estimated $90.1M.
- Microsoft made up 1.74% of Beacon Pointe Advisors's portfolio in Q1 2026, its #5 holding.
- Beacon Pointe Advisors first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
- 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.