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Guardian Wealth Management (Illinois)’s Microsoft MSFT Stock Holding History

Guardian Wealth Management (Illinois)’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 		$211K Sell
566
-127
-18% -$51.4K 0.1% 64
2026
Q1 		$257K Sell
693
-241
-26% -$101K 0.14% 59
2025
Q4 		$452K Sell
934
-312
-25% -$156K 0.27% 55
2025
Q3 		$645K Buy
1,246
+1
+0.1% +$510 0.38% 50
2025
Q2 		$619K Buy
1,245
+13
+1% +$5.65K 0.41% 49
2025
Q1 		$463K Buy
1,232
+1
+0.1% +$408 0.31% 53
2024
Q4 		$519K Hold
1,231
– – 0.35% 52
2024
Q3 		$530K Hold
1,231
– – 0.37% 52
2024
Q2 		$550K Buy
1,231
+1
+0.1% +$422 0.42% 49
2024
Q1 		$518K Sell
1,230
-3
-0.2% -$1.21K 0.4% 49
2023
Q4 		$464K Buy
1,233
+1
+0.1% +$356 0.39% 51
2023
Q3 		$389K Buy
1,232
+4
+0.3% +$1.32K 0.36% 56
2023
Q2 		$418K Buy
1,228
+1
+0.1% +$313 0.38% 57
2023
Q1 		$354K Buy
1,227
+1
+0.1% +$255 0.34% 60
2022
Q4 		$294K Sell
1,226
-59
-5% -$14.2K 0.29% 65
2022
Q3 		$299K Buy
1,285
+1
+0.1% +$264 0.34% 58
2022
Q2 		$330K Buy
1,284
+1
+0.1% +$271 0.36% 60
2022
Q1 		$395K Buy
1,283
+2
+0.2% +$602 0.39% 59
2021
Q4 		$431K Buy
+1,281
New +$415K 0.41% 58

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Guardian Wealth Management (Illinois)'s MSFT Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) reduced its Microsoft (MSFT) stake by 18% in Q2 2026, selling an estimated $51.4K and leaving 566 shares worth $211K. The position accounts for 0.1% of the portfolio, ranked #64.

Guardian Wealth Management (Illinois) first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $645K in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 566 shares of Microsoft worth $211K as of Q2 2026.
  • Guardian Wealth Management (Illinois) sold 127 Microsoft shares in Q2 2026, an estimated $51.4K.
  • Microsoft made up 0.1% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #64 holding.
  • Guardian Wealth Management (Illinois) first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Management (Illinois)'s Microsoft position peaked at $645K in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.