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 Q2	$649K	Buy	1,740 +518	+42%	+$210K	0.32%	29
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 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 Wealth Advisors (Minnesota)'s MSFT Position: Q2 2026 in Review

Guardian Wealth Advisors (Minnesota) increased its Microsoft (MSFT) stake by 42% in Q2 2026, buying an estimated $210K and bringing the position to 1,740 shares worth $649K. The position accounts for 0.32% of the portfolio, ranked #29.

Guardian Wealth Advisors (Minnesota) first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. 6,234 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Guardian Wealth Advisors (Minnesota) held 1,740 shares of Microsoft worth $649K as of Q2 2026.
Guardian Wealth Advisors (Minnesota) bought 518 Microsoft shares in Q2 2026, an estimated $210K.
Microsoft made up 0.32% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 2026, its #29 holding.
Guardian Wealth Advisors (Minnesota) first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
6,234 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2026, filed 6 Aug 2026.