Pure Financial Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $32.2M | Buy |
86,442
+3,064
| +4% | +$1.24M | 0.41% | 43 |
|
|
2026
Q1 | $30.9M | Buy |
83,378
+6,173
| +8% | +$2.58M | 0.44% | 40 |
|
|
2025
Q4 | $37.3M | Sell |
77,205
-2,811
| -4% | -$1.41M | 0.55% | 33 |
|
|
2025
Q3 | $41.4M | Buy |
80,016
+227
| +0.3% | +$116K | 0.66% | 28 |
|
|
2025
Q2 | $39.7M | Buy |
79,789
+22,873
| +40% | +$9.93M | 0.7% | 27 |
|
|
2025
Q1 | $21.4M | Buy |
56,916
+7,402
| +15% | +$3.02M | 0.45% | 42 |
|
|
2024
Q4 | $20.9M | Buy |
49,514
+1,801
| +4% | +$767K | 0.47% | 37 |
|
|
2024
Q3 | $20.5M | Sell |
47,713
-385
| -0.8% | -$165K | 0.49% | 35 |
|
|
2024
Q2 | $21.5M | Buy |
48,098
+942
| +2% | +$398K | 0.6% | 33 |
|
|
2024
Q1 | $19.8M | Buy |
47,156
+7,134
| +18% | +$2.89M | 0.62% | 32 |
|
|
2023
Q4 | $15M | Buy |
40,022
+2,733
| +7% | +$973K | 0.52% | 39 |
|
|
2023
Q3 | $11.8M | Buy |
37,289
+3,659
| +11% | +$1.21M | 0.48% | 40 |
|
|
2023
Q2 | $11.5M | Buy |
33,630
+996
| +3% | +$312K | 0.49% | 41 |
|
|
2023
Q1 | $9.41M | Buy |
32,634
+736
| +2% | +$188K | 0.44% | 48 |
|
|
2022
Q4 | $7.65M | Buy |
31,898
+4,177
| +15% | +$1M | 0.4% | 49 |
|
|
2022
Q3 | $6.46M | Buy |
27,721
+664
| +2% | +$175K | 0.38% | 48 |
|
|
2022
Q2 | $6.95M | Buy |
27,057
+224
| +0.8% | +$60.8K | 0.43% | 49 |
|
|
2022
Q1 | $8.27M | Buy |
26,833
+6,857
| +34% | +$2.06M | 0.38% | 44 |
|
|
2021
Q4 | $6.72M | Sell |
19,976
-389
| -2% | -$126K | 0.33% | 43 |
|
|
2021
Q3 | $5.74M | Buy |
20,365
+1,089
| +6% | +$317K | 0.44% | 42 |
|
|
2021
Q2 | $5.22M | Buy |
19,276
+186
| +1% | +$47.3K | 0.42% | 41 |
|
|
2021
Q1 | $4.5M | Buy |
19,090
+5,645
| +42% | +$1.31M | 0.45% | 47 |
|
|
2020
Q4 | $2.99M | Buy |
13,445
+2,831
| +27% | +$609K | 0.36% | 49 |
|
|
2020
Q3 | $2.23M | Buy |
10,614
+734
| +7% | +$154K | 0.33% | 52 |
|
|
2020
Q2 | $2.01M | Buy |
9,880
+115
| +1% | +$20.9K | 0.31% | 48 |
|
|
2020
Q1 | $1.54M | Sell |
9,765
-451
| -4% | -$74.2K | 0.26% | 53 |
|
|
2019
Q4 | $1.61M | Buy |
10,216
+1,378
| +16% | +$202K | 0.28% | 50 |
|
|
2019
Q3 | $1.23M | Sell |
8,838
-406
| -4% | -$55.8K | 0.22% | 59 |
|
|
2019
Q2 | $1.24M | Sell |
9,244
-678
| -7% | -$86.1K | 0.22% | 59 |
|
|
2019
Q1 | $1.17M | Buy |
9,922
+601
| +6% | +$65.6K | 0.22% | 58 |
|
|
2018
Q4 | $947K | Buy |
9,321
+809
| +10% | +$86.7K | 0.19% | 63 |
|
|
2018
Q3 | $974K | Buy |
+8,512
| New | +$923K | 0.21% | 61 |
|
|
2017
Q4 | – | Sell |
-6,061
| Closed | -$451K | – | 65 |
|
|
2017
Q3 | $451K | Sell |
6,061
-721
| -11% | -$52.7K | 0.12% | 75 |
|
|
2017
Q2 | $467K | Buy |
6,782
+2,079
| +44% | +$143K | 0.13% | 75 |
|
|
2017
Q1 | $310K | Sell |
4,703
-42
| -0.9% | -$2.69K | 0.09% | 87 |
|
|
2016
Q4 | $295K | Buy |
+4,745
| New | +$285K | 0.09% | 83 |
|
Other funds holding MSFT
Pure Financial Advisors's MSFT Position: Q2 2026 in Review
Pure Financial Advisors increased its Microsoft (MSFT) stake by 3.7% in Q2 2026, buying an estimated $1.24M and bringing the position to 86,442 shares worth $32.2M. The position accounts for 0.41% of the portfolio, ranked #43.
Pure Financial Advisors first reported a position in MSFT in Q4 2016 and has held it in 36 quarters since. The position peaked at $41.4M in Q3 2025. 6,191 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Pure Financial Advisors held 86,442 shares of Microsoft worth $32.2M as of Q2 2026.
- Pure Financial Advisors bought 3,064 Microsoft shares in Q2 2026, an estimated $1.24M.
- Microsoft made up 0.41% of Pure Financial Advisors's portfolio in Q2 2026, its #43 holding.
- Pure Financial Advisors first reported a position in Microsoft in Q4 2016 and has held it in 36 quarters since.
- Pure Financial Advisors's Microsoft position peaked at $41.4M in Q3 2025.
- 6,191 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.