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Game Plan Financial Advisors’s Microsoft MSFT Stock Holding History

Game Plan Financial Advisors’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 		$2.55M Buy
6,830
+1,156
+20% +$468K 0.95% 34
2026
Q1 		$2.1M Sell
5,674
-12,228
-68% -$5.12M 0.95% 34
2025
Q4 		$8.66M Sell
17,902
-64
-0.4% -$32.1K 3.48% 6
2025
Q3 		$9.31M Sell
17,966
-52
-0.3% -$26.5K 3.86% 4
2025
Q2 		$8.96M Buy
18,018
+2,154
+14% +$935K 3.92% 3
2025
Q1 		$5.96M Sell
15,864
-246
-2% -$100K 2.89% 10
2024
Q4 		$6.81M Buy
16,110
+972
+6% +$414K 3.23% 6
2024
Q3 		$6.51M Buy
15,138
+982
+7% +$420K 3.15% 7
2024
Q2 		$6.33M Buy
14,156
+176
+1% +$74.3K 3.12% 6
2024
Q1 		$5.88M Buy
13,980
+32
+0.2% +$13K 2.98% 6
2023
Q4 		$5.24M Buy
+13,948
New +$4.96M 3% 6
2022
Q4 		$3.3M Sell
13,752
-618
-4% -$148K 2.72% 9
2022
Q3 		$3.35M Sell
14,370
-152
-1% -$40.1K 2.82% 11
2022
Q2 		$3.71M Sell
14,522
-400
-3% -$109K 2.98% 9
2022
Q1 		$4.6M Buy
14,922
+1,334
+10% +$401K 2.75% 9
2021
Q4 		$4.57M Buy
13,588
+200
+1% +$64.8K 2.44% 10
2021
Q3 		$3.77M Sell
13,388
-175
-1% -$50.9K 2.25% 12
2021
Q2 		$3.67M Buy
13,563
+1,179
+10% +$300K 2.19% 11
2021
Q1 		$2.95M Sell
12,384
-50
-0.4% -$11.6K 1.9% 17
2020
Q4 		$2.75M Buy
12,434
+851
+7% +$183K 1.96% 14
2020
Q3 		$2.44M Sell
11,583
-1,168
-9% -$245K 2.44% 16
2020
Q2 		$2.6M Buy
12,751
+1,770
+16% +$321K 3.72% 10
2020
Q1 		$1.74M Buy
10,981
+7,021
+177% +$1.15M 2.05% 18
2019
Q4 		$624K Buy
+3,960
New +$582K 0.58% 47

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

Game Plan Financial Advisors's MSFT Position: Q2 2026 in Review

Game Plan Financial Advisors increased its Microsoft (MSFT) stake by 20% in Q2 2026, buying an estimated $468K and bringing the position to 6,830 shares worth $2.55M. The position accounts for 0.95% of the portfolio, ranked #34.

Game Plan Financial Advisors first reported a position in MSFT in Q4 2019 and has held it in 24 quarters since. The position peaked at $9.31M in Q3 2025. 6,235 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Game Plan Financial Advisors held 6,830 shares of Microsoft worth $2.55M as of Q2 2026.
  • Game Plan Financial Advisors bought 1,156 Microsoft shares in Q2 2026, an estimated $468K.
  • Microsoft made up 0.95% of Game Plan Financial Advisors's portfolio in Q2 2026, its #34 holding.
  • Game Plan Financial Advisors first reported a position in Microsoft in Q4 2019 and has held it in 24 quarters since.
  • Game Plan Financial Advisors's Microsoft position peaked at $9.31M in Q3 2025.
  • 6,235 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.