Blueprint Financial 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
Q2
$5.82M Buy
+15,590
New +$6.31M 0.65% 30
2025
Q4
Sell
-10,254
Closed -$5.31M 101
2025
Q3
$5.31M Buy
10,254
+5,806
+131% +$2.96M 1.15% 25
2025
Q2
$2.21M Buy
+4,448
New +$1.93M 0.71% 42

Other funds holding MSFT

Blueprint Financial Advisors's MSFT Position: Q2 2026 in Review

Blueprint Financial Advisors opened a new position in Microsoft (MSFT) in Q2 2026: 15,590 shares worth $5.82M. The stake represents 0.65% of the portfolio and ranks #30 among its holdings. This is a return to the name: Blueprint Financial Advisors previously reported a position in MSFT as recently as Q3 2025.

Blueprint Financial Advisors first reported a position in MSFT in Q2 2025 and has held it in 3 quarters since. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Blueprint Financial Advisors held 15,590 shares of Microsoft worth $5.82M as of Q2 2026.
  • Microsoft was a new Blueprint Financial Advisors position in Q2 2026.
  • Microsoft made up 0.65% of Blueprint Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • Blueprint Financial Advisors first reported a position in Microsoft in Q2 2025 and has held it in 3 quarters since.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Blueprint Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.