Guardian Financial Partners’s Microsoft MSFT Stock Holding History

Guardian Financial Partners’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	$1.87M	Buy	5,017 +177	+4%	+$71.6K	0.73%	28
2026 Q1	$1.79M	Sell	4,840 -50	-1%	-$20.9K	0.76%	28
2025 Q4	$2.36M	Sell	4,890 -6	-0.1%	-$3.01K	1%	26
2025 Q3	$2.54M	Buy	4,896 +1,126	+30%	+$574K	1.07%	25
2025 Q2	$1.88M	Buy	3,770 +112	+3%	+$48.6K	0.84%	25
2025 Q1	$1.37M	Sell	3,658 -37	-1%	-$15.1K	0.66%	28
2024 Q4	$1.56M	Buy	3,695 +344	+10%	+$147K	0.93%	24
2024 Q3	$1.44M	Buy	3,351 +105	+3%	+$44.9K	0.9%	25
2024 Q2	$1.45M	Sell	3,246 -314	-9%	-$133K	0.96%	24
2024 Q1	$1.5M	Sell	3,560 -12	-0.3%	-$4.86K	1.03%	22
2023 Q4	$1.34M	Buy	3,572 +162	+5%	+$57.7K	1.1%	20
2023 Q3	$1.08M	Buy	+3,410	New	+$1.13M	1.01%	21
2023 Q2	–	Sell	-3,633	Closed	-$1.05M	–	24
2023 Q1	$1.05M	Buy	3,633 +9	+0.2%	+$2.3K	1.05%	20
2022 Q4	$869K	Buy	3,624 +12	+0.3%	+$2.88K	0.92%	21
2022 Q3	$841K	Buy	3,612 +58	+2%	+$15.3K	0.97%	17
2022 Q2	$913K	Sell	3,554 -929	-21%	-$252K	1.02%	13
2022 Q1	$1.23M	Buy	4,483 +203	+5%	+$61.1K	1.26%	12
2021 Q4	$1.44M	Buy	+4,280	New	+$1.39M	1.37%	12

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guardian Financial Partners's MSFT Position: Q2 2026 in Review

Guardian Financial Partners increased its Microsoft (MSFT) stake by 3.7% in Q2 2026, buying an estimated $71.6K and bringing the position to 5,017 shares worth $1.87M. The position accounts for 0.73% of the portfolio, ranked #28.

Guardian Financial Partners first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.54M in Q3 2025. 6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Guardian Financial Partners held 5,017 shares of Microsoft worth $1.87M as of Q2 2026.
Guardian Financial Partners bought 177 Microsoft shares in Q2 2026, an estimated $71.6K.
Microsoft made up 0.73% of Guardian Financial Partners's portfolio in Q2 2026, its #28 holding.
Guardian Financial Partners first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
Guardian Financial Partners's Microsoft position peaked at $2.54M in Q3 2025.
6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.