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Advisor OS’s Microsoft MSFT Stock Holding History

Advisor OS’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 		$15.9M Sell
42,970
-209
-0.5% -$87.5K 1.15% 20
2025
Q4 		$20.9M Buy
43,179
+1,086
+3% +$544K 1.68% 13
2025
Q3 		$21.8M Buy
42,093
+2,695
+7% +$1.37M 1.88% 12
2025
Q2 		$19.6M Buy
39,398
+2,967
+8% +$1.29M 1.93% 12
2025
Q1 		$13.7M Sell
36,431
-2,439
-6% -$994K 1.56% 17
2024
Q4 		$16.4M Buy
38,870
+88
+0.2% +$37.5K 1.9% 13
2024
Q3 		$16.7M Buy
38,782
+980
+3% +$419K 1.66% 14
2024
Q2 		$16.9M Buy
37,802
+2,549
+7% +$1.08M 1.85% 10
2024
Q1 		$14.8M Buy
35,253
+2,351
+7% +$952K 1.7% 11
2023
Q4 		$12.4M Buy
32,902
+696
+2% +$248K 1.61% 12
2023
Q3 		$10.2M Buy
32,206
+2,032
+7% +$671K 1.52% 14
2023
Q2 		$10.3M Buy
30,174
+7,677
+34% +$2.41M 1.68% 12
2023
Q1 		$6.49M Buy
22,497
+1,907
+9% +$486K 1.56% 10
2022
Q4 		$4.94M Buy
20,590
+1,258
+7% +$302K 1.31% 14
2022
Q3 		$4.5M Sell
19,332
-4,171
-18% -$1.1M 1.36% 15
2022
Q2 		$6.04M Buy
23,503
+1,650
+8% +$448K 1.76% 10
2022
Q1 		$6.74M Sell
21,853
-9,034
-29% -$2.72M 1.95% 11
2021
Q4 		$10.4M Buy
30,887
+2,851
+10% +$924K 2.12% 9
2021
Q3 		$7.91M Sell
28,036
-85
-0.3% -$24.7K 1.72% 12
2021
Q2 		$7.62M Buy
28,121
+1,733
+7% +$440K 1.58% 14
2021
Q1 		$6.22M Buy
26,388
+2,057
+8% +$477K 1.41% 17
2020
Q4 		$5.41M Buy
24,331
+13,142
+117% +$2.83M 1.45% 17
2020
Q3 		$2.35M Sell
11,189
-1,435
-11% -$301K 0.99% 20
2020
Q2 		$2.57M Buy
+12,624
New +$2.29M 1.53% 13

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

Advisor OS's MSFT Position: Q1 2026 in Review

Advisor OS reduced its Microsoft (MSFT) stake by 0.48% in Q1 2026, selling an estimated $87.5K and leaving 42,970 shares worth $15.9M. The position accounts for 1.15% of the portfolio, ranked #20.

Advisor OS first reported a position in MSFT in Q2 2020 and has held it in 24 quarters since. The position peaked at $21.8M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Advisor OS held 42,970 shares of Microsoft worth $15.9M as of Q1 2026.
  • Advisor OS sold 209 Microsoft shares in Q1 2026, an estimated $87.5K.
  • Microsoft made up 1.15% of Advisor OS's portfolio in Q1 2026, its #20 holding.
  • Advisor OS first reported a position in Microsoft in Q2 2020 and has held it in 24 quarters since.
  • Advisor OS's Microsoft position peaked at $21.8M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.