Constant Guidance Financial’s Microsoft MSFT Stock Holding History

Constant Guidance Financial’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	$1.08M	Buy	2,905 +262	+10%	+$106K	0.68%	32
2026 Q1	$978K	Sell	2,643 -4,240	-62%	-$1.77M	0.68%	17
2025 Q4	$3.33M	Buy	6,883 +487	+8%	+$244K	2.34%	8
2025 Q3	$3.31M	Buy	6,396 +1,906	+42%	+$972K	2.65%	10
2025 Q2	$2.23M	Sell	4,490 -725	-14%	-$315K	2.25%	12
2025 Q1	$1.96M	Buy	5,215 +733	+16%	+$299K	2.46%	10
2024 Q4	$1.89M	Sell	4,482 -381	-8%	-$162K	1.63%	11
2024 Q3	$2.09M	Sell	4,863 -479	-9%	-$205K	1.71%	15
2024 Q2	$2.39M	Sell	5,342 -616	-10%	-$260K	2.48%	8
2024 Q1	$2.51M	Buy	5,958 +840	+16%	+$340K	2.31%	10
2023 Q4	$1.92M	Buy	5,118 +3,126	+157%	+$1.11M	1.96%	12
2023 Q3	$633K	Buy	+1,992	New	+$658K	0.84%	7

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Constant Guidance Financial's MSFT Position: Q2 2026 in Review

Constant Guidance Financial increased its Microsoft (MSFT) stake by 9.9% in Q2 2026, buying an estimated $106K and bringing the position to 2,905 shares worth $1.08M. The position accounts for 0.68% of the portfolio, ranked #32.

Constant Guidance Financial first reported a position in MSFT in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.33M in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Constant Guidance Financial held 2,905 shares of Microsoft worth $1.08M as of Q2 2026.
Constant Guidance Financial bought 262 Microsoft shares in Q2 2026, an estimated $106K.
Microsoft made up 0.68% of Constant Guidance Financial's portfolio in Q2 2026, its #32 holding.
Constant Guidance Financial first reported a position in Microsoft in Q3 2023 and has held it in 12 quarters since.
Constant Guidance Financial's Microsoft position peaked at $3.33M in Q4 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Constant Guidance Financial's 13F filing for Q2 2026, filed 12 Aug 2026.