Allworth Financial’s Microsoft MSFT Stock Holding History

Allworth Financial’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
2025 Q1	–	Hold	0	–	-$2.72M	–	4137
2024 Q4	–	Hold	0	–	–	–	347

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allworth Financial's MSFT Position: Q2 2026 in Review

Allworth Financial reduced its Microsoft (MSFT) stake by 14% in Q2 2026, selling an estimated $27.5M and leaving 407,549 shares worth $152M. The position accounts for 0.65% of the portfolio, ranked #23.

Allworth Financial first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $228M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Allworth Financial held 407,549 shares of Microsoft worth $152M as of Q2 2026.
Allworth Financial sold 67,948 Microsoft shares in Q2 2026, an estimated $27.5M.
Microsoft made up 0.65% of Allworth Financial's portfolio in Q2 2026, its #23 holding.
Allworth Financial first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
Allworth Financial's Microsoft position peaked at $228M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.