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Alliance Wealth Advisors (Utah)’s Microsoft MSFT Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$4.77M Sell
12,887
-4,091
-24% -$1.71M 1.03% 17
2025
Q4 		$8.21M Sell
16,978
-5,545
-25% -$2.78M 1.78% 9
2025
Q3 		$11.7M Sell
22,523
-860
-4% -$439K 2.73% 2
2025
Q2 		$11.6M Buy
23,383
+106
+0.5% +$46K 2.79% 2
2025
Q1 		$8.74M Sell
23,277
-327
-1% -$133K 2.28% 4
2024
Q4 		$9.95M Sell
23,604
-859
-4% -$366K 2.57% 3
2024
Q3 		$10.5M Sell
24,463
-2,609
-10% -$1.12M 2.77% 3
2024
Q2 		$12.1M Buy
27,072
+666
+3% +$281K 3.55% 4
2024
Q1 		$11.1M Buy
26,406
+1,248
+5% +$505K 3.31% 4
2023
Q4 		$9.46M Buy
25,158
+6,906
+38% +$2.46M 3.18% 4
2023
Q3 		$5.76M Buy
18,252
+557
+3% +$184K 2.14% 5
2023
Q2 		$6.03M Sell
17,695
-1,933
-10% -$606K 2.24% 5
2023
Q1 		$5.66M Buy
19,628
+109
+0.6% +$27.8K 2.28% 5
2022
Q4 		$4.68M Buy
+19,519
New +$4.68M 2.1% 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

Alliance Wealth Advisors (Utah)'s MSFT Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Microsoft (MSFT) stake by 24% in Q1 2026, selling an estimated $1.71M and leaving 12,887 shares worth $4.77M. The position accounts for 1.03% of the portfolio, ranked #17.

Alliance Wealth Advisors (Utah) first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.1M in Q2 2024. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Alliance Wealth Advisors (Utah) held 12,887 shares of Microsoft worth $4.77M as of Q1 2026.
  • Alliance Wealth Advisors (Utah) sold 4,091 Microsoft shares in Q1 2026, an estimated $1.71M.
  • Microsoft made up 1.03% of Alliance Wealth Advisors (Utah)'s portfolio in Q1 2026, its #17 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Alliance Wealth Advisors (Utah)'s Microsoft position peaked at $12.1M in Q2 2024.
  • 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.