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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 		– Sell
-300
Closed -$1.07K – 611
2025
Q4 		$1.07K Hold
300
– – ﹤0.01% 496
2025
Q3 		$736 Hold
300
– – ﹤0.01% 472
2025
Q2 		$1.91K Buy
+300
New +$130K ﹤0.01% 453

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.