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Pacific Point Advisors’s Microsoft MSFT Stock Holding History

Pacific Point 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 		$3.1M Sell
8,313
-787
-9% -$318K 1.42% 12
2026
Q1 		$3.37M Buy
9,100
+113
+1% +$47.3K 1.78% 7
2025
Q4 		$4.35M Buy
8,987
+468
+5% +$235K 2.33% 6
2025
Q3 		$4.41M Sell
8,519
-2,542
-23% -$1.3M 2.57% 4
2025
Q2 		$5.5M Buy
11,061
+41
+0.4% +$17.8K 2.98% 4
2025
Q1 		$4.14M Sell
11,020
-1,902
-15% -$775K 2.3% 4
2024
Q4 		$5.37M Buy
+12,922
New +$5.5M 3.27% 4

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

Pacific Point Advisors's MSFT Position: Q2 2026 in Review

Pacific Point Advisors reduced its Microsoft (MSFT) stake by 8.6% in Q2 2026, selling an estimated $318K and leaving 8,313 shares worth $3.1M. The position accounts for 1.42% of the portfolio, ranked #12.

Pacific Point Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.5M in Q2 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Pacific Point Advisors held 8,313 shares of Microsoft worth $3.1M as of Q2 2026.
  • Pacific Point Advisors sold 787 Microsoft shares in Q2 2026, an estimated $318K.
  • Microsoft made up 1.42% of Pacific Point Advisors's portfolio in Q2 2026, its #12 holding.
  • Pacific Point Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Pacific Point Advisors's Microsoft position peaked at $5.5M in Q2 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.