Bridgelight Financial Advisors, Inc.’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.57M Buy
17,609
+16,735
+1,915% +$6.77M 4.5% 11
2026
Q1
$324K Buy
874
+66
+8% +$27.6K 0.27% 30
2025
Q4
$391K Buy
+808
New +$405K 0.33% 27

Other funds holding MSFT

Bridgelight Financial Advisors, Inc.'s MSFT Position: Q2 2026 in Review

Bridgelight Financial Advisors, Inc. increased its Microsoft (MSFT) stake by 1,915% in Q2 2026, buying an estimated $6.77M and bringing the position to 17,609 shares worth $6.57M. The position accounts for 4.5% of the portfolio, ranked #11.

Bridgelight Financial Advisors, Inc. first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 2,892 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Bridgelight Financial Advisors, Inc. held 17,609 shares of Microsoft worth $6.57M as of Q2 2026.
  • Bridgelight Financial Advisors, Inc. bought 16,735 Microsoft shares in Q2 2026, an estimated $6.77M.
  • Microsoft made up 4.5% of Bridgelight Financial Advisors, Inc.'s portfolio in Q2 2026, its #11 holding.
  • Bridgelight Financial Advisors, Inc. first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • 2,892 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Bridgelight Financial Advisors, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.