LifeGuide Financial Advisors
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LifeGuide Financial Advisors’s Microsoft MSFT Stock Holding History

LifeGuide Financial 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 		$573K Buy
1,117
+285
+34% +$132K 0.16% 30
2026
Q2 		$310K Buy
832
+24
+3% +$9.7K 0.09% 39
2026
Q1 		$299K Hold
808
– – 0.1% 37
2025
Q4 		$382K Sell
808
-495
-38% -$248K 0.13% 34
2025
Q3 		$641K Hold
1,303
– – 0.24% 29
2025
Q2 		$648K Hold
1,303
– – 0.24% 29
2025
Q1 		$489K Sell
1,303
-35
-3% -$14.3K 0.2% 29
2024
Q4 		$564K Buy
1,338
+472
+55% +$201K 0.24% 27
2024
Q3 		$373K Sell
866
-176
-17% -$75.2K 0.16% 34
2024
Q2 		$466K Buy
1,042
+176
+20% +$74.3K 0.23% 28
2024
Q1 		$364K Buy
866
+3
+0.3% +$1.21K 0.18% 32
2023
Q4 		$325K Hold
863
– – 0.17% 38
2023
Q3 		$272K Sell
863
-71
-8% -$23.5K 0.16% 34
2023
Q2 		$318K Buy
934
+67
+8% +$21K 0.22% 31
2023
Q1 		$250K Buy
+867
New +$221K 0.2% 29

Other funds holding MSFT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

LifeGuide Financial Advisors's MSFT Position: Q3 2026 in Review

LifeGuide Financial Advisors increased its Microsoft (MSFT) stake by 34% in Q3 2026, buying an estimated $132K and bringing the position to 1,117 shares worth $573K. The position accounts for 0.16% of the portfolio, ranked #30.

LifeGuide Financial Advisors first reported a position in MSFT in Q1 2023 and has held it in 15 quarters since. The position peaked at $648K in Q2 2025. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • LifeGuide Financial Advisors held 1,117 shares of Microsoft worth $573K as of Q3 2026.
  • LifeGuide Financial Advisors bought 285 Microsoft shares in Q3 2026, an estimated $132K.
  • Microsoft made up 0.16% of LifeGuide Financial Advisors's portfolio in Q3 2026, its #30 holding.
  • LifeGuide Financial Advisors first reported a position in Microsoft in Q1 2023 and has held it in 15 quarters since.
  • LifeGuide Financial Advisors's Microsoft position peaked at $648K in Q2 2025.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.