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Peak Financial Advisors’s Microsoft MSFT Stock Holding History

Peak 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
Q1 		– Sell
-1,623
Closed -$785K – 89
2025
Q4 		$785K Buy
+1,623
New +$813K 0.35% 45
2025
Q2 		– Sell
-740
Closed -$278K – 102
2025
Q1 		$278K Sell
740
-28
-4% -$11.4K 0.14% 69
2024
Q4 		$324K Sell
768
-6,989
-90% -$2.98M 0.17% 69
2024
Q3 		$3.34M Buy
7,757
+6,981
+900% +$2.98M 1.72% 14
2024
Q2 		$347K Sell
776
-7,325
-90% -$3.09M 0.2% 66
2024
Q1 		$3.41M Buy
8,101
+1,587
+24% +$642K 2.08% 12
2023
Q4 		$2.45M Buy
6,514
+5,569
+589% +$1.98M 1.64% 28
2023
Q3 		$298K Sell
945
-4,040
-81% -$1.33M 0.32% 39
2023
Q2 		$1.7M Sell
4,985
-2,298
-32% -$720K 1.33% 33
2023
Q1 		$2.1M Buy
7,283
+6,341
+673% +$1.62M 1.77% 15
2022
Q4 		$226K Sell
942
-330
-26% -$79.2K 0.21% 58
2022
Q3 		$296K Sell
1,272
-421
-25% -$111K 0.36% 43
2022
Q2 		$435K Sell
1,693
-46
-3% -$12.5K 0.43% 44
2022
Q1 		$536K Buy
1,739
+624
+56% +$188K 0.46% 50
2021
Q4 		$375K Buy
1,115
+330
+42% +$107K 0.29% 56
2021
Q3 		$221K Buy
+785
New +$228K 0.19% 65
2021
Q2 		– Sell
-920
Closed -$217K – 80
2021
Q1 		$217K Sell
920
-14
-1% -$3.25K 0.18% 66
2020
Q4 		$208K Buy
+934
New +$201K 0.18% 53

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

Peak Financial Advisors's MSFT Position: Q1 2026 in Review

Peak Financial Advisors sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 1,623 shares — an estimated $785K sold.

Peak Financial Advisors first reported a position in MSFT in Q4 2020 and held it in 18 quarters. The position peaked at $3.41M in Q1 2024. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Peak Financial Advisors reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • Peak Financial Advisors sold 1,623 Microsoft shares in Q1 2026, an estimated $785K.
  • Peak Financial Advisors first reported a position in Microsoft in Q4 2020 and held it in 18 quarters.
  • Peak Financial Advisors's Microsoft position peaked at $3.41M in Q1 2024.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Peak Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.