Clear Point Advisors’s Microsoft MSFT Stock Holding History

Clear Point Advisors's MSFT Position: Q2 2026 in Review

Clear Point Advisors reduced its Microsoft (MSFT) stake by 3.4% in Q2 2026, selling an estimated $27.9K and leaving 1,983 shares worth $740K. The position accounts for 0.66% of the portfolio, ranked #40.

Clear Point Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $988K in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

• Clear Point Advisors held 1,983 shares of Microsoft worth $740K as of Q2 2026.
• Clear Point Advisors sold 69 Microsoft shares in Q2 2026, an estimated $27.9K.
• Microsoft made up 0.66% of Clear Point Advisors's portfolio in Q2 2026, its #40 holding.
• Clear Point Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
• Clear Point Advisors's Microsoft position peaked at $988K in Q3 2025.
• 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.