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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

True Link Financial Advisors's MSFT Position: Q2 2026 in Review

True Link Financial Advisors reduced its Microsoft (MSFT) stake by 2.2% in Q2 2026, selling an estimated $23.9K and leaving 2,644 shares worth $986K. The position accounts for 0.06% of the portfolio, ranked #32.

True Link Financial Advisors first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.63M in Q4 2020. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • True Link Financial Advisors held 2,644 shares of Microsoft worth $986K as of Q2 2026.
  • True Link Financial Advisors sold 59 Microsoft shares in Q2 2026, an estimated $23.9K.
  • Microsoft made up 0.06% of True Link Financial Advisors's portfolio in Q2 2026, its #32 holding.
  • True Link Financial Advisors first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • True Link Financial Advisors's Microsoft position peaked at $1.63M in Q4 2020.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.