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 Q2	$310K	Buy	832 +24	+3%	+$9.71K	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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

LifeGuide Financial Advisors's MSFT Position: Q2 2026 in Review

LifeGuide Financial Advisors increased its Microsoft (MSFT) stake by 3% in Q2 2026, buying an estimated $9.71K and bringing the position to 832 shares worth $310K. The position accounts for 0.09% of the portfolio, ranked #39.

LifeGuide Financial Advisors first reported a position in MSFT in Q1 2023 and has held it in 14 quarters since. The position peaked at $648K in Q2 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

LifeGuide Financial Advisors held 832 shares of Microsoft worth $310K as of Q2 2026.
LifeGuide Financial Advisors bought 24 Microsoft shares in Q2 2026, an estimated $9.71K.
Microsoft made up 0.09% of LifeGuide Financial Advisors's portfolio in Q2 2026, its #39 holding.
LifeGuide Financial Advisors first reported a position in Microsoft in Q1 2023 and has held it in 14 quarters since.
LifeGuide Financial Advisors's Microsoft position peaked at $648K in Q2 2025.
1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.