Sightline Wealth Advisors
MSFT icon

Sightline Wealth Advisors’s Microsoft MSFT Stock Holding History

Sightline Wealth 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
Q3 		$1.67M Sell
3,253
-55
-2% -$25.4K 0.78% 27
2026
Q2 		$1.23M Buy
3,308
+50
+2% +$20.2K 0.45% 38
2026
Q1 		$1.21M Buy
3,258
+2
+0.1% +$837 0.51% 35
2025
Q4 		$1.57M Sell
3,256
-23
-0.7% -$11.5K 0.67% 31
2025
Q3 		$1.7M Sell
3,279
-52
-2% -$26.5K 0.77% 28
2025
Q2 		$1.66M Buy
3,331
+170
+5% +$73.8K 0.8% 25
2025
Q1 		$1.19M Buy
3,161
+2
+0.1% +$815 0.63% 32
2024
Q4 		$1.33M Buy
3,159
+1
+0% +$426 0.72% 30
2024
Q3 		$1.36M Buy
3,158
+1
+0% +$427 0.75% 28
2024
Q2 		$1.41M Buy
3,157
+221
+8% +$93.3K 0.88% 24
2024
Q1 		$1.24M Buy
2,936
+13
+0.4% +$5.26K 0.81% 29
2023
Q4 		$1.1M Buy
2,923
+2
+0.1% +$712 0.84% 28
2023
Q3 		$922K Sell
2,921
-416
-12% -$137K 0.86% 28
2023
Q2 		$962K Buy
3,337
+29
+0.9% +$9.09K 0.96% 22
2023
Q1 		$954K Sell
3,308
-636
-16% -$162K 0.97% 21
2022
Q4 		$946K Buy
3,944
+1,256
+47% +$301K 1.02% 22
2022
Q3 		$647K Buy
2,688
+2
+0.1% +$528 0.76% 22
2022
Q2 		$686K Buy
2,686
+2
+0.1% +$543 0.67% 23
2022
Q1 		$828K Buy
2,684
+1
+0% +$301 0.69% 22
2021
Q4 		$903K Buy
2,683
+96
+4% +$31.1K 0.81% 18
2021
Q3 		$729K Buy
2,587
+1
+0% +$291 0.61% 24
2021
Q2 		$701K Buy
2,586
+1
+0% +$254 0.58% 25
2021
Q1 		$614K Sell
2,585
-27
-1% -$6.26K 0.57% 29
2020
Q4 		$581K Buy
+2,612
New +$562K 0.57% 32

Other funds holding MSFT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Sightline Wealth Advisors's MSFT Position: Q3 2026 in Review

Sightline Wealth Advisors reduced its Microsoft (MSFT) stake by 1.7% in Q3 2026, selling an estimated $25.4K and leaving 3,253 shares worth $1.67M. The position accounts for 0.78% of the portfolio, ranked #27.

Sightline Wealth Advisors first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.7M in Q3 2025. 5,217 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Sightline Wealth Advisors held 3,253 shares of Microsoft worth $1.67M as of Q3 2026.
  • Sightline Wealth Advisors sold 55 Microsoft shares in Q3 2026, an estimated $25.4K.
  • Microsoft made up 0.78% of Sightline Wealth Advisors's portfolio in Q3 2026, its #27 holding.
  • Sightline Wealth Advisors first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • Sightline Wealth Advisors's Microsoft position peaked at $1.7M in Q3 2025.
  • 5,217 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Sightline Wealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.