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AdvisorShares Investments’s Microsoft MSFT Stock Holding History

AdvisorShares Investments’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 		$438K Buy
1,184
+200
+20% +$83.7K 0.08% 178
2025
Q4 		$476K Buy
984
+34
+4% +$17K 0.08% 175
2025
Q3 		$492K Buy
+950
New +$485K 0.08% 146
2024
Q3 		– Sell
-1,070
Closed -$489K – 288
2024
Q2 		$489K Sell
1,070
-30
-3% -$12.7K 0.09% 118
2024
Q1 		$463K Buy
+1,100
New +$445K 0.08% 165

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

AdvisorShares Investments's MSFT Position: Q1 2026 in Review

AdvisorShares Investments increased its Microsoft (MSFT) stake by 20% in Q1 2026, buying an estimated $83.7K and bringing the position to 1,184 shares worth $438K. The position accounts for 0.08% of the portfolio, ranked #178.

AdvisorShares Investments first reported a position in MSFT in Q1 2024 and has held it in 5 quarters since. The position peaked at $492K in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • AdvisorShares Investments held 1,184 shares of Microsoft worth $438K as of Q1 2026.
  • AdvisorShares Investments bought 200 Microsoft shares in Q1 2026, an estimated $83.7K.
  • Microsoft made up 0.08% of AdvisorShares Investments's portfolio in Q1 2026, its #178 holding.
  • AdvisorShares Investments first reported a position in Microsoft in Q1 2024 and has held it in 5 quarters since.
  • AdvisorShares Investments's Microsoft position peaked at $492K in Q3 2025.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on AdvisorShares Investments's 13F filing for Q1 2026, filed 28 Apr 2026.