GuoLine Advisory’s Microsoft MSFT Stock Holding History

GuoLine Advisory’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	$132M	Hold	258,320	–	–	11.41%	1
2026 Q2	$96.4M	Hold	258,320	–	–	8.98%	3
2026 Q1	$95.6M	Buy	258,320 +17,420	+7%	+$7.29M	10.01%	2
2025 Q4	$117M	Hold	240,900	–	–	10.71%	2
2025 Q3	$125M	Hold	240,900	–	–	12.43%	1
2025 Q2	$120M	Hold	240,900	–	–	12.71%	1
2025 Q1	$90.4M	Hold	240,900	–	–	9.57%	1
2024 Q4	$102M	Hold	240,900	–	–	10.48%	1
2024 Q3	$104M	Hold	240,900	–	–	10.56%	1
2024 Q2	$108M	Hold	240,900	–	–	11.49%	1
2024 Q1	$101M	Buy	240,900 +11,800	+5%	+$4.78M	12.36%	1
2023 Q4	$86.2M	Hold	229,100	–	–	13.64%	1
2023 Q3	$72.3M	Hold	229,100	–	–	14.27%	1
2023 Q2	$78M	Buy	229,100 +34,600	+18%	+$10.8M	15.38%	1
2023 Q1	$56.1M	Buy	+194,500	New	+$49.6M	15.75%	2

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

GuoLine Advisory's MSFT Position: Q3 2026 in Review

GuoLine Advisory held its Microsoft (MSFT) position steady in Q3 2026 at 258,320 shares worth $132M. The position accounts for 11.41% of the portfolio, ranked #1.

GuoLine Advisory first reported a position in MSFT in Q1 2023 and has held it in 15 quarters since. 3,082 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

GuoLine Advisory held 258,320 shares of Microsoft worth $132M as of Q3 2026.
GuoLine Advisory left its Microsoft share count unchanged in Q3 2026.
Microsoft made up 11.41% of GuoLine Advisory's portfolio in Q3 2026, its #1 holding.
GuoLine Advisory first reported a position in Microsoft in Q1 2023 and has held it in 15 quarters since.
3,082 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on GuoLine Advisory's 13F filing for Q3 2026, filed 6 Oct 2026.