Shore Point Advisors’s Microsoft MSFT Stock Holding History

Shore 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	$330K	Sell	885 -21	-2%	-$8.5K	0.11%	58
2026 Q1	$335K	Sell	906 -9	-1%	-$3.77K	0.13%	60
2025 Q4	$443K	Buy	915 +30	+3%	+$15K	0.19%	46
2025 Q3	$459K	Buy	885 +19	+2%	+$9.69K	0.2%	46
2025 Q2	$431K	Buy	866 +1	+0.1%	+$434	0.21%	46
2025 Q1	$325K	Hold	865	–	–	0.17%	53
2024 Q4	$365K	Hold	865	–	–	0.2%	47
2024 Q3	$372K	Hold	865	–	–	0.2%	46
2024 Q2	$387K	Buy	865 +370	+75%	+$156K	0.22%	44
2024 Q1	$208K	Buy	+495	New	+$200K	0.12%	57
2022 Q1	–	Sell	-119	Closed	-$40K	–	137
2021 Q4	$40K	Buy	+119	New	+$38.6K	0.03%	77

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Shore Point Advisors reduced its Microsoft (MSFT) stake by 2.3% in Q2 2026, selling an estimated $8.5K and leaving 885 shares worth $330K. The position accounts for 0.11% of the portfolio, ranked #58.

Shore Point Advisors first reported a position in MSFT in Q4 2021 and has held it in 11 quarters since. The position peaked at $459K in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Shore Point Advisors held 885 shares of Microsoft worth $330K as of Q2 2026.
Shore Point Advisors sold 21 Microsoft shares in Q2 2026, an estimated $8.5K.
Microsoft made up 0.11% of Shore Point Advisors's portfolio in Q2 2026, its #58 holding.
Shore Point Advisors first reported a position in Microsoft in Q4 2021 and has held it in 11 quarters since.
Shore Point Advisors's Microsoft position peaked at $459K in Q3 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.