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Guardian Wealth Advisors (Minnesota)’s Microsoft MSFT Stock Holding History

Guardian Wealth Advisors (Minnesota)’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
Q1 		$452K Sell
1,222
-8
-0.7% -$3.35K 0.26% 37
2025
Q4 		$595K Sell
1,230
-13
-1% -$6.51K 0.34% 30
2025
Q3 		$644K Buy
1,243
+96
+8% +$49K 0.36% 29
2025
Q2 		$571K Sell
1,147
-25
-2% -$10.9K 0.34% 33
2025
Q1 		$440K Sell
1,172
-23
-2% -$9.38K 0.28% 43
2024
Q4 		$504K Sell
1,195
-67
-5% -$28.5K 0.32% 44
2024
Q3 		$543K Sell
1,262
-25
-2% -$10.7K 0.34% 41
2024
Q2 		$575K Buy
1,287
+16
+1% +$6.76K 0.37% 41
2024
Q1 		$535K Buy
1,271
+159
+14% +$64.4K 0.35% 45
2023
Q4 		$418K Sell
1,112
-68
-6% -$24.2K 0.29% 46
2023
Q3 		$372K Sell
1,180
-23
-2% -$7.6K 0.29% 47
2023
Q2 		$410K Sell
1,203
-128
-10% -$40.1K 0.3% 45
2023
Q1 		$384K Hold
1,331
– – 0.3% 47
2022
Q4 		$319K Sell
1,331
-29
-2% -$6.96K 0.28% 50
2022
Q3 		$317K Sell
1,360
-45
-3% -$11.9K 0.31% 48
2022
Q2 		$361K Buy
1,405
+1
+0.1% +$271 0.33% 50
2022
Q1 		$433K Sell
1,404
-5
-0.4% -$1.5K 0.36% 45
2021
Q4 		$474K Buy
1,409
+5
+0.4% +$1.62K 0.38% 42
2021
Q3 		$396K Buy
1,404
+16
+1% +$4.66K 0.35% 46
2021
Q2 		$376K Sell
1,388
-15
-1% -$3.81K 0.33% 49
2021
Q1 		$331K Sell
1,403
-15
-1% -$3.48K 0.31% 52
2020
Q4 		$315K Buy
+1,418
New +$305K 0.31% 51

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s MSFT Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its Microsoft (MSFT) stake by 0.65% in Q1 2026, selling an estimated $3.35K and leaving 1,222 shares worth $452K. The position accounts for 0.26% of the portfolio, ranked #37.

Guardian Wealth Advisors (Minnesota) first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $644K in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Guardian Wealth Advisors (Minnesota) held 1,222 shares of Microsoft worth $452K as of Q1 2026.
  • Guardian Wealth Advisors (Minnesota) sold 8 Microsoft shares in Q1 2026, an estimated $3.35K.
  • Microsoft made up 0.26% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #37 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Guardian Wealth Advisors (Minnesota)'s Microsoft position peaked at $644K in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.