TFA
MSFT icon

TPG Financial Advisors’s Microsoft MSFT Stock Holding History

TPG 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 		$912K Sell
2,463
-116
-4% -$48.5K 0.3% 34
2025
Q4 		$1.25M Buy
2,579
+159
+7% +$79.7K 0.42% 33
2025
Q3 		$1.25M Sell
2,420
-62
-2% -$31.6K 0.47% 32
2025
Q2 		$1.23M Buy
2,482
+32
+1% +$13.9K 0.49% 32
2025
Q1 		$920K Sell
2,450
-105
-4% -$42.8K 0.41% 32
2024
Q4 		$1.08M Sell
2,555
-67
-3% -$28.5K 0.47% 32
2024
Q3 		$1.13M Sell
2,622
-754
-22% -$322K 0.51% 30
2024
Q2 		$1.51M Buy
+3,376
New +$1.43M 0.71% 26
2023
Q4 		$1.08M Buy
2,894
+822
+40% +$293K 0.55% 29
2023
Q3 		$654K Buy
2,072
+518
+33% +$171K 0.34% 34
2023
Q2 		$529K Buy
1,554
+122
+9% +$38.2K 0.28% 36
2023
Q1 		$413K Sell
1,432
-103
-7% -$26.3K 0.23% 36
2022
Q4 		$368K Buy
1,535
+103
+7% +$24.7K 0.22% 37
2022
Q3 		$334K Buy
1,432
+10
+0.7% +$2.64K 0.21% 35
2022
Q2 		$365K Hold
1,422
– – 0.24% 30
2022
Q1 		$438K Hold
1,422
– – 0.26% 30
2021
Q4 		$478K Sell
1,422
-100
-7% -$32.4K 0.29% 27
2021
Q3 		$429K Sell
1,522
-2
-0.1% -$582 0.28% 30
2021
Q2 		$413K Sell
1,524
-97
-6% -$24.7K 0.29% 29
2021
Q1 		$382K Buy
1,621
+37
+2% +$8.59K 0.27% 30
2020
Q4 		$352K Buy
1,584
+18
+1% +$3.87K 0.26% 30
2020
Q3 		$329K Buy
1,566
+11
+0.7% +$2.31K 0.28% 30
2020
Q2 		$316K Sell
1,555
-2
-0.1% -$363 0.28% 30
2020
Q1 		$246K Sell
1,557
-1,419
-48% -$233K 0.24% 38
2019
Q4 		$469K Buy
2,976
+701
+31% +$103K 0.39% 33
2019
Q3 		$316K Buy
2,275
+400
+21% +$55K 0.28% 39
2019
Q2 		$258K Buy
+1,875
New +$238K 0.24% 37

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

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

TPG Financial Advisors reduced its Microsoft (MSFT) stake by 4.5% in Q1 2026, selling an estimated $48.5K and leaving 2,463 shares worth $912K. The position accounts for 0.3% of the portfolio, ranked #34.

TPG Financial Advisors first reported a position in MSFT in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.51M in Q2 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • TPG Financial Advisors held 2,463 shares of Microsoft worth $912K as of Q1 2026.
  • TPG Financial Advisors sold 116 Microsoft shares in Q1 2026, an estimated $48.5K.
  • Microsoft made up 0.3% of TPG Financial Advisors's portfolio in Q1 2026, its #34 holding.
  • TPG Financial Advisors first reported a position in Microsoft in Q2 2019 and has held it in 27 quarters since.
  • TPG Financial Advisors's Microsoft position peaked at $1.51M in Q2 2024.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on TPG Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.