Financial Guidance Group’s Microsoft MSFT Stock Holding History

Financial Guidance Group’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	$1.1M	Hold	2,952	–	–	0.41%	45
2026 Q1	$1.09M	Sell	2,952 -213	-7%	-$89.1K	0.44%	42
2025 Q4	$1.53M	Buy	3,165 +205	+7%	+$103K	0.63%	39
2025 Q3	$1.53M	Hold	2,960	–	–	0.69%	38
2025 Q2	$1.47M	Sell	2,960 -315	-10%	-$137K	0.72%	37
2025 Q1	$1.23M	Buy	3,275 +182	+6%	+$74.2K	0.66%	35
2024 Q4	$1.3M	Sell	3,093 -25	-0.8%	-$10.6K	0.71%	33
2024 Q3	$1.34M	Hold	3,118	–	–	0.78%	33
2024 Q2	$1.39M	Hold	3,118	–	–	0.86%	30
2024 Q1	$1.31M	Sell	3,118 -120	-4%	-$48.6K	0.85%	24
2023 Q4	$1.22M	Hold	3,238	–	–	0.85%	24
2023 Q3	$1.02M	Sell	3,238 -200	-6%	-$66.1K	0.77%	23
2023 Q2	$1.17M	Hold	3,438	–	–	0.86%	24
2023 Q1	$991K	Hold	3,438	–	–	0.75%	24
2022 Q4	$825K	Sell	3,438 -97	-3%	-$23.3K	0.67%	26
2022 Q3	$823K	Sell	3,535 -30	-0.8%	-$7.92K	0.66%	25
2022 Q2	$916K	Hold	3,565	–	–	0.72%	24
2022 Q1	$1.1M	Buy	+3,565	New	+$1.07M	0.76%	22

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Financial Guidance Group held its Microsoft (MSFT) position steady in Q2 2026 at 2,952 shares worth $1.1M. The position accounts for 0.41% of the portfolio, ranked #45.

Financial Guidance Group first reported a position in MSFT in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.53M in Q3 2025. 3,057 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Financial Guidance Group held 2,952 shares of Microsoft worth $1.1M as of Q2 2026.
Financial Guidance Group left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.41% of Financial Guidance Group's portfolio in Q2 2026, its #45 holding.
Financial Guidance Group first reported a position in Microsoft in Q1 2022 and has held it in 18 quarters since.
Financial Guidance Group's Microsoft position peaked at $1.53M in Q3 2025.
3,057 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.