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Bright Financial Advisors’s Microsoft MSFT Stock Holding History

Bright Financial 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
2026
Q2 		$528K Sell
1,415
-389
-22% -$157K 0.22% 39
2026
Q1 		$668K Sell
1,804
-513
-22% -$215K 0.31% 32
2025
Q4 		$1.12M Buy
2,317
+383
+20% +$192K 0.53% 28
2025
Q3 		$1M Buy
1,934
+952
+97% +$486K 0.49% 27
2025
Q2 		$488K Sell
982
-572
-37% -$248K 0.27% 34
2025
Q1 		$583K Buy
1,554
+515
+50% +$210K 0.36% 32
2024
Q4 		$438K Buy
1,039
+83
+9% +$35.4K 0.28% 36
2024
Q3 		$411K Buy
956
+109
+13% +$46.6K 0.26% 33
2024
Q2 		$379K Hold
847
– – 0.27% 32
2024
Q1 		$337K Buy
+847
New +$343K 0.25% 32

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

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

Bright Financial Advisors reduced its Microsoft (MSFT) stake by 22% in Q2 2026, selling an estimated $157K and leaving 1,415 shares worth $528K. The position accounts for 0.22% of the portfolio, ranked #39.

Bright Financial Advisors first reported a position in MSFT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.12M in Q4 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Bright Financial Advisors held 1,415 shares of Microsoft worth $528K as of Q2 2026.
  • Bright Financial Advisors sold 389 Microsoft shares in Q2 2026, an estimated $157K.
  • Microsoft made up 0.22% of Bright Financial Advisors's portfolio in Q2 2026, its #39 holding.
  • Bright Financial Advisors first reported a position in Microsoft in Q1 2024 and has held it in 10 quarters since.
  • Bright Financial Advisors's Microsoft position peaked at $1.12M in Q4 2025.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.