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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
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 $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

Bright Financial Advisors's MSFT Position: Q1 2026 in Review

Bright Financial Advisors reduced its Microsoft (MSFT) stake by 22% in Q1 2026, selling an estimated $215K and leaving 1,804 shares worth $668K. The position accounts for 0.31% of the portfolio, ranked #32.

Bright Financial Advisors first reported a position in MSFT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Bright Financial Advisors held 1,804 shares of Microsoft worth $668K as of Q1 2026.
  • Bright Financial Advisors sold 513 Microsoft shares in Q1 2026, an estimated $215K.
  • Microsoft made up 0.31% of Bright Financial Advisors's portfolio in Q1 2026, its #32 holding.
  • Bright Financial Advisors first reported a position in Microsoft in Q1 2024 and has held it in 9 quarters since.
  • Bright Financial Advisors's Microsoft position peaked at $1.12M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.