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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gordian Advisors's MSFT Position: Q1 2026 in Review

Gordian Advisors reduced its Microsoft (MSFT) stake by 0.12% in Q1 2026, selling an estimated $5.44K and leaving 10,455 shares worth $3.87M. The position accounts for 2.58% of the portfolio, ranked #8.

Gordian Advisors first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.42M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Gordian Advisors held 10,455 shares of Microsoft worth $3.87M as of Q1 2026.
  • Gordian Advisors sold 13 Microsoft shares in Q1 2026, an estimated $5.44K.
  • Microsoft made up 2.58% of Gordian Advisors's portfolio in Q1 2026, its #8 holding.
  • Gordian Advisors first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Gordian Advisors's Microsoft position peaked at $5.42M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Gordian Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.