True Link Financial Advisors
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True Link Financial Advisors’s Microsoft MSFT Stock Holding History

True Link 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
Q3 		$1.21M Sell
2,365
-279
-11% -$129K 0.07% 30
2026
Q2 		$986K Sell
2,644
-59
-2% -$23.9K 0.06% 32
2026
Q1 		$1M Sell
2,703
-431
-14% -$180K 0.06% 29
2025
Q4 		$1.52M Buy
3,134
+811
+35% +$406K 0.09% 31
2025
Q3 		$1.2M Sell
2,323
-30
-1% -$15.3K 0.08% 34
2025
Q2 		$1.17M Sell
2,353
-9
-0.4% -$3.91K 0.08% 35
2025
Q1 		$887K Sell
2,362
-1,467
-38% -$598K 0.07% 37
2024
Q4 		$1.61M Buy
3,829
+585
+18% +$249K 0.14% 20
2024
Q3 		$1.4M Buy
3,244
+6
+0.2% +$2.56K 0.12% 20
2024
Q2 		$1.45M Buy
3,238
+211
+7% +$89.1K 0.13% 21
2024
Q1 		$1.27M Buy
3,027
+2,264
+297% +$917K 0.12% 24
2023
Q4 		$287K Sell
763
-604
-44% -$215K 0.03% 53
2023
Q3 		$432K Buy
1,367
+87
+7% +$28.7K 0.05% 78
2023
Q2 		$436K Buy
1,280
+112
+10% +$35.1K 0.05% 81
2023
Q1 		$337K Sell
1,168
-132
-10% -$33.7K 0.04% 94
2022
Q4 		$312K Sell
1,300
-80
-6% -$19.2K 0.04% 103
2022
Q3 		$321K Buy
1,380
+32
+2% +$8.45K 0.05% 103
2022
Q2 		$346K Hold
1,348
– – 0.05% 102
2022
Q1 		$416K Hold
1,348
– – 0.06% 91
2021
Q4 		$453K Sell
1,348
-169
-11% -$54.8K 0.06% 109
2021
Q3 		$428K Hold
1,517
– – 0.06% 103
2021
Q2 		$411K Sell
1,517
-5,320
-78% -$1.35M 0.06% 92
2021
Q1 		$1.61M Sell
6,837
-487
-7% -$113K 0.23% 50
2020
Q4 		$1.63M Buy
+7,324
New +$1.57M 0.26% 50

Other funds holding MSFT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

True Link Financial Advisors's MSFT Position: Q3 2026 in Review

True Link Financial Advisors reduced its Microsoft (MSFT) stake by 11% in Q3 2026, selling an estimated $129K and leaving 2,365 shares worth $1.21M. The position accounts for 0.07% of the portfolio, ranked #30.

True Link Financial Advisors first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.63M in Q4 2020. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • True Link Financial Advisors held 2,365 shares of Microsoft worth $1.21M as of Q3 2026.
  • True Link Financial Advisors sold 279 Microsoft shares in Q3 2026, an estimated $129K.
  • Microsoft made up 0.07% of True Link Financial Advisors's portfolio in Q3 2026, its #30 holding.
  • True Link Financial Advisors first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • True Link Financial Advisors's Microsoft position peaked at $1.63M in Q4 2020.
  • 3,890 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on True Link Financial Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.