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Guardian Capital (Pennsylvania)’s Microsoft MSFT Stock Holding History

Guardian Capital (Pennsylvania)’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 		$1.12M Sell
3,011
-837
-22% -$339K 0.92% 25
2026
Q1 		$1.42M Sell
3,848
-1,599
-29% -$669K 1.36% 23
2025
Q4 		$2.63M Buy
+5,447
New +$2.73M 2.36% 12

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

Guardian Capital (Pennsylvania)'s MSFT Position: Q2 2026 in Review

Guardian Capital (Pennsylvania) reduced its Microsoft (MSFT) stake by 22% in Q2 2026, selling an estimated $339K and leaving 3,011 shares worth $1.12M. The position accounts for 0.92% of the portfolio, ranked #25.

Guardian Capital (Pennsylvania) first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.63M in Q4 2025. 6,207 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Guardian Capital (Pennsylvania) held 3,011 shares of Microsoft worth $1.12M as of Q2 2026.
  • Guardian Capital (Pennsylvania) sold 837 Microsoft shares in Q2 2026, an estimated $339K.
  • Microsoft made up 0.92% of Guardian Capital (Pennsylvania)'s portfolio in Q2 2026, its #25 holding.
  • Guardian Capital (Pennsylvania) first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Guardian Capital (Pennsylvania)'s Microsoft position peaked at $2.63M in Q4 2025.
  • 6,207 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Guardian Capital (Pennsylvania)'s 13F filing for Q2 2026, filed 7 Aug 2026.