AF
MSFT icon

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
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

Allworth Financial's MSFT Position: Q1 2026 in Review

Allworth Financial increased its Microsoft (MSFT) stake by 3.1% in Q1 2026, buying an estimated $5.93M and bringing the position to 475,497 shares worth $176M. The position accounts for 0.71% of the portfolio, ranked #21.

Allworth Financial first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $228M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Allworth Financial held 475,497 shares of Microsoft worth $176M as of Q1 2026.
  • Allworth Financial bought 14,161 Microsoft shares in Q1 2026, an estimated $5.93M.
  • Microsoft made up 0.71% of Allworth Financial's portfolio in Q1 2026, its #21 holding.
  • Allworth Financial first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Allworth Financial's Microsoft position peaked at $228M in Q3 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.