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Gutierrez Wealth Advisory’s Microsoft MSFT Stock Holding History

Gutierrez Wealth 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
Q1 		$220K Sell
594
-286
-33% -$120K 0.14% 66
2025
Q4 		$425K Sell
880
-160
-15% -$80.2K 0.27% 41
2025
Q3 		$538K Sell
1,040
-352
-25% -$180K 0.34% 31
2025
Q2 		$692K Sell
1,392
-390
-22% -$169K 0.46% 26
2025
Q1 		$669K Sell
1,782
-12
-0.7% -$4.89K 0.54% 18
2024
Q4 		$756K Buy
+1,794
New +$764K 0.62% 17

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gutierrez Wealth Advisory's MSFT Position: Q1 2026 in Review

Gutierrez Wealth Advisory reduced its Microsoft (MSFT) stake by 33% in Q1 2026, selling an estimated $120K and leaving 594 shares worth $220K. The position accounts for 0.14% of the portfolio, ranked #66.

Gutierrez Wealth Advisory first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $756K in Q4 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Gutierrez Wealth Advisory held 594 shares of Microsoft worth $220K as of Q1 2026.
  • Gutierrez Wealth Advisory sold 286 Microsoft shares in Q1 2026, an estimated $120K.
  • Microsoft made up 0.14% of Gutierrez Wealth Advisory's portfolio in Q1 2026, its #66 holding.
  • Gutierrez Wealth Advisory first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Gutierrez Wealth Advisory's Microsoft position peaked at $756K in Q4 2024.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.