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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
Q2 		$215K Sell
577
-17
-3% -$6.88K 0.12% 67
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gutierrez Wealth Advisory's MSFT Position: Q2 2026 in Review

Gutierrez Wealth Advisory reduced its Microsoft (MSFT) stake by 2.9% in Q2 2026, selling an estimated $6.88K and leaving 577 shares worth $215K. The position accounts for 0.12% of the portfolio, ranked #67.

Gutierrez Wealth Advisory first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $756K in Q4 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Gutierrez Wealth Advisory held 577 shares of Microsoft worth $215K as of Q2 2026.
  • Gutierrez Wealth Advisory sold 17 Microsoft shares in Q2 2026, an estimated $6.88K.
  • Microsoft made up 0.12% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #67 holding.
  • Gutierrez Wealth Advisory first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Gutierrez Wealth Advisory's Microsoft position peaked at $756K in Q4 2024.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.