Guerra Pan Advisors’s Microsoft MSFT Stock Holding History

Guerra Pan Advisors’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	$3.24M	Sell	8,685 -829	-9%	-$335K	1.81%	16
2026 Q1	$3.52M	Buy	9,514 +184	+2%	+$77K	2.18%	14
2025 Q4	$4.51M	Sell	9,330 -22	-0.2%	-$11K	2.68%	11
2025 Q3	$4.84M	Hold	9,352	–	–	2.93%	10
2025 Q2	$4.65M	Buy	9,352 +682	+8%	+$296K	3.07%	8
2025 Q1	$3.25M	Sell	8,670 -19	-0.2%	-$7.75K	2.55%	12
2024 Q4	$3.66M	Buy	8,689 +579	+7%	+$247K	2.65%	11
2024 Q3	$3.49M	Buy	8,110 +31	+0.4%	+$13.3K	2.79%	9
2024 Q2	$3.61M	Buy	8,079 +141	+2%	+$59.5K	3.02%	7
2024 Q1	$3.34M	Sell	7,938 -931	-10%	-$377K	3.09%	7
2023 Q4	$3.34M	Buy	8,869 +200	+2%	+$71.2K	3.18%	6
2023 Q3	$2.74M	Buy	8,669 +11	+0.1%	+$3.63K	3.16%	6
2023 Q2	$2.95M	Buy	8,658 +62	+0.7%	+$19.4K	3.27%	5
2023 Q1	$2.48M	Buy	8,596 +146	+2%	+$37.2K	3.11%	5
2022 Q4	$2.03M	Hold	8,450	–	–	2.77%	7
2022 Q3	$1.98M	Hold	8,450	–	–	2.89%	6
2022 Q2	$2.37M	Hold	8,450	–	–	2.94%	5
2022 Q1	$2.39M	Hold	8,450	–	–	2.89%	6
2021 Q4	$2.84M	Buy	+8,450	New	+$2.74M	2.82%	7

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

Guerra Pan Advisors's MSFT Position: Q2 2026 in Review

Guerra Pan Advisors reduced its Microsoft (MSFT) stake by 8.7% in Q2 2026, selling an estimated $335K and leaving 8,685 shares worth $3.24M. The position accounts for 1.81% of the portfolio, ranked #16.

Guerra Pan Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.84M in Q3 2025. 6,228 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Guerra Pan Advisors held 8,685 shares of Microsoft worth $3.24M as of Q2 2026.
Guerra Pan Advisors sold 829 Microsoft shares in Q2 2026, an estimated $335K.
Microsoft made up 1.81% of Guerra Pan Advisors's portfolio in Q2 2026, its #16 holding.
Guerra Pan Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
Guerra Pan Advisors's Microsoft position peaked at $4.84M in Q3 2025.
6,228 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.