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Beacon Pointe Advisors’s Microsoft MSFT Stock Holding History

Beacon Pointe 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
Q3 		– Sell
-1,300
Closed -$647K – 1475
2025
Q2 		$647K Sell
1,300
-200
-13% -$86.9K 0.01% 810
2025
Q1 		$563K Buy
1,500
+100
+7% +$40.8K 0.01% 820
2024
Q4 		$590K Hold
1,400
– – 0.01% 789
2024
Q3 		$602K Hold
1,400
– – 0.01% 787
2024
Q2 		$626K Hold
1,400
– – 0.01% 805
2024
Q1 		$589K Sell
1,400
-300
-18% -$121K 0.01% 852
2023
Q4 		$639K Buy
1,700
+1,100
+183% +$392K 0.01% 811
2023
Q3 		$189K Buy
+600
New +$198K ﹤0.01% 1245

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beacon Pointe Advisors's MSFT Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Microsoft (MSFT) stake by 1.9% in Q2 2026, selling an estimated $6.78M and leaving 874,315 shares worth $326M. The position accounts for 1.51% of the portfolio, ranked #9.

Beacon Pointe Advisors first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $330M in Q1 2026. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Beacon Pointe Advisors held 874,315 shares of Microsoft worth $326M as of Q2 2026.
  • Beacon Pointe Advisors sold 16,747 Microsoft shares in Q2 2026, an estimated $6.78M.
  • Microsoft made up 1.51% of Beacon Pointe Advisors's portfolio in Q2 2026, its #9 holding.
  • Beacon Pointe Advisors first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
  • Beacon Pointe Advisors's Microsoft position peaked at $330M in Q1 2026.
  • 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.