Great Point Wealth Advisors
MSFT icon

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
Q3 		$5.4M Sell
10,533
-12
-0.1% -$5.55K 0.86% 23
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Great Point Wealth Advisors's MSFT Position: Q3 2026 in Review

Great Point Wealth Advisors reduced its Microsoft (MSFT) stake by 0.11% in Q3 2026, selling an estimated $5.55K and leaving 10,533 shares worth $5.4M. The position accounts for 0.86% of the portfolio, ranked #23.

Great Point Wealth Advisors first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.59M in Q2 2024. 3,682 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Great Point Wealth Advisors held 10,533 shares of Microsoft worth $5.4M as of Q3 2026.
  • Great Point Wealth Advisors sold 12 Microsoft shares in Q3 2026, an estimated $5.55K.
  • Microsoft made up 0.86% of Great Point Wealth Advisors's portfolio in Q3 2026, its #23 holding.
  • Great Point Wealth Advisors first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Great Point Wealth Advisors's Microsoft position peaked at $5.59M in Q2 2024.
  • 3,682 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Great Point Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.