Guardian Partners’s Microsoft MSFT Stock Holding History

Guardian 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	$21.7M	Sell	58,121 -13,513	-19%	-$5.47M	1.96%	10
2026 Q1	$26.6M	Buy	71,634 +2,824	+4%	+$1.18M	2.22%	9
2025 Q4	$28.4M	Buy	68,810 +4,512	+7%	+$2.26M	2.28%	9
2025 Q3	$33.4M	Sell	64,298 -109	-0.2%	-$55.6K	2.83%	7
2025 Q2	$32.4M	Sell	64,407 -898	-1%	-$390K	2.91%	8
2025 Q1	$24.4M	Sell	65,305 -6,936	-10%	-$2.83M	2.53%	7
2024 Q4	$30.7M	Buy	+72,241	New	+$30.8M	3.12%	6

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 Partners's MSFT Position: Q2 2026 in Review

Guardian Partners reduced its Microsoft (MSFT) stake by 19% in Q2 2026, selling an estimated $5.47M and leaving 58,121 shares worth $21.7M. The position accounts for 1.96% of the portfolio, ranked #10.

Guardian Partners first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $33.4M in Q3 2025. 6,229 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Guardian Partners held 58,121 shares of Microsoft worth $21.7M as of Q2 2026.
Guardian Partners sold 13,513 Microsoft shares in Q2 2026, an estimated $5.47M.
Microsoft made up 1.96% of Guardian Partners's portfolio in Q2 2026, its #10 holding.
Guardian Partners first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Guardian Partners's Microsoft position peaked at $33.4M in Q3 2025.
6,229 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.