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Great Point Wealth Advisors’s Microsoft MSFT Stock Holding History

Great Point Wealth 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 		$3.93M Buy
10,545
+97
+0.9% +$39.2K 0.64% 27
2026
Q1 		$3.87M Sell
10,448
-25
-0.2% -$10.5K 0.71% 25
2025
Q4 		$5.06M Sell
10,473
-78
-0.7% -$39.1K 0.92% 22
2025
Q3 		$5.46M Buy
+10,551
New +$5.38M 1.03% 21
2025
Q1 		$4.64M Sell
12,365
-91
-0.7% -$37.1K 1% 20
2024
Q4 		$5.25M Sell
12,456
-160
-1% -$68.2K 1.15% 19
2024
Q3 		$5.43M Buy
12,616
+115
+0.9% +$49.2K 1.16% 20
2024
Q2 		$5.59M Sell
12,501
-75
-0.6% -$31.7K 1.28% 18
2024
Q1 		$5.29M Sell
12,576
-554
-4% -$224K 1.23% 19
2023
Q4 		$4.94M Sell
13,130
-350
-3% -$125K 1.28% 24
2023
Q3 		$4.26M Buy
13,480
+734
+6% +$243K 1.28% 24
2023
Q2 		$4.34M Sell
12,746
-103
-0.8% -$32.3K 1.3% 23
2023
Q1 		$3.7M Sell
12,849
-28
-0.2% -$7.14K 1.17% 27
2022
Q4 		$3.09M Sell
12,877
-392
-3% -$94.1K 1.04% 26
2022
Q3 		$3.09M Sell
13,269
-150
-1% -$39.6K 1.15% 25
2022
Q2 		$3.45M Hold
13,419
– – 1.22% 25
2022
Q1 		$4.14M Buy
13,419
+3,456
+35% +$1.04M 1.29% 18
2021
Q4 		$3.35M Sell
9,963
-145
-1% -$47K 1.03% 19
2021
Q3 		$2.85M Sell
10,108
-203
-2% -$59.1K 0.98% 20
2021
Q2 		$2.79M Sell
10,311
-291
-3% -$74K 0.97% 20
2021
Q1 		$2.5M Buy
10,602
+388
+4% +$90K 0.96% 17
2020
Q4 		$2.27M Buy
10,214
+848
+9% +$182K 0.97% 20
2020
Q3 		$1.91M Hold
9,366
– – 0.98% 16
2020
Q2 		$1.91M Buy
9,366
+247
+3% +$44.8K 0.98% 16
2020
Q1 		$1.44M Buy
9,119
+5,869
+181% +$965K 1.2% 16
2019
Q4 		$512K Buy
+3,250
New +$477K 0.32% 29

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

Great Point Wealth Advisors's MSFT Position: Q2 2026 in Review

Great Point Wealth Advisors increased its Microsoft (MSFT) stake by 0.93% in Q2 2026, buying an estimated $39.2K and bringing the position to 10,545 shares worth $3.93M. The position accounts for 0.64% of the portfolio, ranked #27.

Great Point Wealth Advisors first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.59M in Q2 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Great Point Wealth Advisors held 10,545 shares of Microsoft worth $3.93M as of Q2 2026.
  • Great Point Wealth Advisors bought 97 Microsoft shares in Q2 2026, an estimated $39.2K.
  • Microsoft made up 0.64% of Great Point Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Great Point Wealth Advisors first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Great Point Wealth Advisors's Microsoft position peaked at $5.59M in Q2 2024.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.