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AGH Wealth Advisors’s Microsoft MSFT Stock Holding History

AGH Wealth 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
Q1 		$3.87M Hold
10,465
– – 2.85% 9
2025
Q4 		$5.06M Sell
10,465
-123
-1% -$61.6K 3.8% 8
2025
Q3 		$5.48M Sell
10,588
-907
-8% -$463K 4.02% 7
2025
Q2 		$5.72M Buy
11,495
+84
+0.7% +$36.5K 4.71% 4
2025
Q1 		$4.28M Sell
11,411
-406
-3% -$166K 4.13% 6
2024
Q4 		$4.98M Buy
+11,817
New +$5.03M 4.62% 4

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

AGH Wealth Advisors's MSFT Position: Q1 2026 in Review

AGH Wealth Advisors held its Microsoft (MSFT) position steady in Q1 2026 at 10,465 shares worth $3.87M. The position accounts for 2.85% of the portfolio, ranked #9.

AGH Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.72M in Q2 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • AGH Wealth Advisors held 10,465 shares of Microsoft worth $3.87M as of Q1 2026.
  • AGH Wealth Advisors left its Microsoft share count unchanged in Q1 2026.
  • Microsoft made up 2.85% of AGH Wealth Advisors's portfolio in Q1 2026, its #9 holding.
  • AGH Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • AGH Wealth Advisors's Microsoft position peaked at $5.72M in Q2 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.