Bright Financial Advisors
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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
Q3 		$538K Sell
1,048
-367
-26% -$170K 0.22% 40
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Bright Financial Advisors's MSFT Position: Q3 2026 in Review

Bright Financial Advisors reduced its Microsoft (MSFT) stake by 26% in Q3 2026, selling an estimated $170K and leaving 1,048 shares worth $538K. The position accounts for 0.22% of the portfolio, ranked #40.

Bright Financial Advisors first reported a position in MSFT in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.12M in Q4 2025. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Bright Financial Advisors held 1,048 shares of Microsoft worth $538K as of Q3 2026.
  • Bright Financial Advisors sold 367 Microsoft shares in Q3 2026, an estimated $170K.
  • Microsoft made up 0.22% of Bright Financial Advisors's portfolio in Q3 2026, its #40 holding.
  • Bright Financial Advisors first reported a position in Microsoft in Q1 2024 and has held it in 11 quarters since.
  • Bright Financial Advisors's Microsoft position peaked at $1.12M in Q4 2025.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Bright Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.