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DecisionPoint Financial’s Microsoft MSFT Stock Holding History

DecisionPoint 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 		$2.41M Sell
6,272
-271
-4% -$110K 0.45% 19
2026
Q1 		$2.42M Buy
6,543
+43
+0.7% +$18K 0.52% 19
2025
Q4 		$3.14M Buy
6,500
+88
+1% +$44.1K 0.69% 16
2025
Q3 		$3.33M Sell
6,412
-2,031
-24% -$1.04M 0.78% 16
2025
Q2 		$4.15M Buy
8,443
+294
+4% +$128K 1.06% 15
2025
Q1 		$3.06M Buy
8,149
+584
+8% +$238K 0.89% 16
2024
Q4 		$3.19M Sell
7,565
-12
-0.2% -$5.11K 0.97% 15
2024
Q3 		$3.26M Buy
7,577
+14
+0.2% +$5.99K 1.03% 14
2024
Q2 		$3.16M Sell
7,563
-28
-0.4% -$11.8K 1.06% 15
2024
Q1 		$3.08M Buy
7,591
+192
+3% +$77.7K 1.23% 15
2023
Q4 		$2.78M Buy
7,399
+1,003
+16% +$357K 1.19% 14
2023
Q3 		$2.02M Hold
6,396
– – 1.06% 14
2023
Q2 		$2.18M Sell
6,396
-34
-0.5% -$10.7K 1.13% 13
2023
Q1 		$1.85M Buy
6,430
+207
+3% +$52.8K 1.07% 14
2022
Q4 		$1.49M Buy
+6,223
New +$1.49M 0.91% 15

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DecisionPoint Financial's MSFT Position: Q2 2026 in Review

DecisionPoint Financial reduced its Microsoft (MSFT) stake by 4.1% in Q2 2026, selling an estimated $110K and leaving 6,272 shares worth $2.41M. The position accounts for 0.45% of the portfolio, ranked #19.

DecisionPoint Financial first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.15M in Q2 2025. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • DecisionPoint Financial held 6,272 shares of Microsoft worth $2.41M as of Q2 2026.
  • DecisionPoint Financial sold 271 Microsoft shares in Q2 2026, an estimated $110K.
  • Microsoft made up 0.45% of DecisionPoint Financial's portfolio in Q2 2026, its #19 holding.
  • DecisionPoint Financial first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • DecisionPoint Financial's Microsoft position peaked at $4.15M in Q2 2025.
  • 6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.