Clear Point Advisors’s Microsoft MSFT Stock Holding History

Clear Point Advisors's MSFT Position: Q1 2026 in Review

Clear Point Advisors increased its Microsoft (MSFT) stake by 6.9% in Q1 2026, buying an estimated $55.2K and bringing the position to 2,052 shares worth $760K. The position accounts for 0.59% of the portfolio, ranked #35.

Clear Point Advisors first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $988K in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

• Clear Point Advisors held 2,052 shares of Microsoft worth $760K as of Q1 2026.
• Clear Point Advisors bought 132 Microsoft shares in Q1 2026, an estimated $55.2K.
• Microsoft made up 0.59% of Clear Point Advisors's portfolio in Q1 2026, its #35 holding.
• Clear Point Advisors first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
• Clear Point Advisors's Microsoft position peaked at $988K in Q3 2025.
• 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.