Guidance Point Advisors’s Microsoft MSFT Stock Holding History

Guidance Point 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 Q1	$1.41M	Sell	3,811 -103	-3%	-$43.1K	0.33%	33
2025 Q4	$1.89M	Sell	3,914 -99	-2%	-$49.6K	0.44%	32
2025 Q3	$2.08M	Sell	4,013 -274	-6%	-$140K	0.5%	29
2025 Q2	$2.13M	Sell	4,287 -12	-0.3%	-$5.21K	0.55%	28
2025 Q1	$1.61M	Buy	4,299 +5	+0.1%	+$2.04K	0.46%	33
2024 Q4	$1.81M	Buy	4,294 +25	+0.6%	+$10.6K	0.51%	31
2024 Q3	$1.84M	Sell	4,269 -17	-0.4%	-$7.27K	0.54%	31
2024 Q2	$1.92M	Sell	4,286 -651	-13%	-$275K	0.6%	28
2024 Q1	$2.08M	Buy	4,937 +1,064	+27%	+$431K	0.68%	27
2023 Q4	$1.46M	Buy	3,873 +337	+10%	+$120K	0.54%	31
2023 Q3	$1.12M	Buy	3,536 +181	+5%	+$59.8K	0.45%	33
2023 Q2	$1.14M	Buy	3,355 +99	+3%	+$31K	0.44%	35
2023 Q1	$939K	Sell	3,256 -35	-1%	-$8.93K	0.38%	38
2022 Q4	$790K	Buy	3,291 +2	+0.1%	+$480	0.33%	39
2022 Q3	$766K	Sell	3,289 -36	-1%	-$9.51K	0.35%	42
2022 Q2	$854K	Buy	3,325 +2	+0.1%	+$543	0.37%	41
2022 Q1	$1.02M	Buy	3,323 +255	+8%	+$76.7K	0.39%	43
2021 Q4	$1.03M	Buy	3,068 +2	+0.1%	+$648	0.37%	37
2021 Q3	$864K	Buy	3,066 +1	+0%	+$291	0.32%	41
2021 Q2	$830K	Buy	3,065 +2	+0.1%	+$508	0.32%	41
2021 Q1	$722K	Buy	3,063 +2	+0.1%	+$464	0.3%	43
2020 Q4	$680K	Buy	3,061 +11	+0.4%	+$2.37K	0.31%	44
2020 Q3	$641K	Buy	3,050 +16	+0.5%	+$3.36K	0.35%	41
2020 Q2	$617K	Buy	3,034 +1	+0%	+$182	0.34%	44
2020 Q1	$478K	Sell	3,033 -61	-2%	-$10K	0.31%	42
2019 Q4	$487K	Buy	3,094 +1	+0%	+$147	0.24%	45
2019 Q3	$430K	Buy	3,093 +569	+23%	+$78.2K	0.24%	45
2019 Q2	$338K	Buy	2,524 +38	+2%	+$4.82K	0.19%	52
2019 Q1	$293K	Buy	2,486 +1	+0%	+$109	0.17%	53
2018 Q4	$252K	Buy	+2,485	New	+$266K	0.16%	54

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guidance Point Advisors's MSFT Position: Q1 2026 in Review

Guidance Point Advisors reduced its Microsoft (MSFT) stake by 2.6% in Q1 2026, selling an estimated $43.1K and leaving 3,811 shares worth $1.41M. The position accounts for 0.33% of the portfolio, ranked #33.

Guidance Point Advisors first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.13M in Q2 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Guidance Point Advisors held 3,811 shares of Microsoft worth $1.41M as of Q1 2026.
Guidance Point Advisors sold 103 Microsoft shares in Q1 2026, an estimated $43.1K.
Microsoft made up 0.33% of Guidance Point Advisors's portfolio in Q1 2026, its #33 holding.
Guidance Point Advisors first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
Guidance Point Advisors's Microsoft position peaked at $2.13M in Q2 2025.
6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Guidance Point Advisors's 13F filing for Q1 2026, filed 12 May 2026.