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Gordian Advisors’s Microsoft MSFT Stock Holding History

Gordian 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 		$3.9M Buy
10,457
+2
+0% +$809 2.29% 8
2026
Q1 		$3.87M Sell
10,455
-13
-0.1% -$5.44K 2.58% 8
2025
Q4 		$5.06M Buy
10,468
+2
+0% +$1K 3.35% 6
2025
Q3 		$5.42M Buy
10,466
+2
+0% +$1.02K 3.64% 6
2025
Q2 		$5.2M Buy
10,464
+2
+0% +$869 3.72% 6
2025
Q1 		$3.93M Buy
10,462
+2
+0% +$815 3.12% 6
2024
Q4 		$4.41M Buy
10,460
+72
+0.7% +$30.7K 3.49% 6
2024
Q3 		$4.47M Buy
10,388
+8,602
+482% +$3.68M 3.57% 6
2024
Q2 		$798K Sell
1,786
-11
-0.6% -$4.65K 0.77% 11
2024
Q1 		$756K Sell
1,797
-2
-0.1% -$810 0.7% 13
2023
Q4 		$677K Buy
+1,799
New +$640K 0.67% 13

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

Gordian Advisors's MSFT Position: Q2 2026 in Review

Gordian Advisors increased its Microsoft (MSFT) stake by 0.02% in Q2 2026, buying an estimated $809 and bringing the position to 10,457 shares worth $3.9M. The position accounts for 2.29% of the portfolio, ranked #8.

Gordian Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.42M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Gordian Advisors held 10,457 shares of Microsoft worth $3.9M as of Q2 2026.
  • Gordian Advisors bought 2 Microsoft shares in Q2 2026, an estimated $809.
  • Microsoft made up 2.29% of Gordian Advisors's portfolio in Q2 2026, its #8 holding.
  • Gordian Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Gordian Advisors's Microsoft position peaked at $5.42M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Gordian Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.