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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
-2,000
Closed -$995K – 1476
2025
Q2 		$995K Sell
2,000
-2,000
-50% -$869K 0.01% 678
2025
Q1 		$1.5M Buy
4,000
+2,000
+100% +$815K 0.02% 529
2024
Q4 		$843K Buy
+2,000
New +$852K 0.01% 688
2024
Q2 		– Sell
-300
Closed -$126K – 1350
2024
Q1 		$126K Buy
300
+100
+50% +$40.5K ﹤0.01% 1295
2023
Q4 		$75.2K Sell
200
-100
-33% -$35.6K ﹤0.01% 1288
2023
Q3 		$94.7K Buy
+300
New +$99.1K ﹤0.01% 1285
2022
Q2 		– Sell
-2,000
Closed -$14K – 1168
2022
Q1 		$14K Buy
+2,000
New +$602K ﹤0.01% 1183

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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.