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 Q3	$1.93M	Sell	3,767 -80	-2%	-$37K	0.41%	31
2026 Q2	$1.44M	Buy	3,847 +36	+0.9%	+$14.6K	0.3%	34
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%	-$9.5K	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%	+$2.36K	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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Guidance Point Advisors's MSFT Position: Q3 2026 in Review

Guidance Point Advisors reduced its Microsoft (MSFT) stake by 2.1% in Q3 2026, selling an estimated $37K and leaving 3,767 shares worth $1.93M. The position accounts for 0.41% of the portfolio, ranked #31.

Guidance Point Advisors first reported a position in MSFT in Q4 2018 and has held it in 32 quarters since. The position peaked at $2.13M in Q2 2025. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Guidance Point Advisors held 3,767 shares of Microsoft worth $1.93M as of Q3 2026.
Guidance Point Advisors sold 80 Microsoft shares in Q3 2026, an estimated $37K.
Microsoft made up 0.41% of Guidance Point Advisors's portfolio in Q3 2026, its #31 holding.
Guidance Point Advisors first reported a position in Microsoft in Q4 2018 and has held it in 32 quarters since.
Guidance Point Advisors's Microsoft position peaked at $2.13M in Q2 2025.
2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Guidance Point Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.