ALPS Advisors’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$42M Sell
113,492
-6,085
-5% -$2.55M 0.2% 52
2025
Q4
$57.8M Sell
119,577
-1,675
-1% -$839K 0.34% 26
2025
Q3
$62.8M Sell
121,252
-11,112
-8% -$5.67M 0.35% 26
2025
Q2
$65.8M Sell
132,364
-3,739
-3% -$1.62M 0.38% 24
2025
Q1
$51.1M Buy
136,103
+3,101
+2% +$1.26M 0.3% 28
2024
Q4
$56.1M Buy
133,002
+2,422
+2% +$1.03M 0.35% 24
2024
Q3
$56.2M Sell
130,580
-9,442
-7% -$4.04M 0.38% 25
2024
Q2
$62.6M Sell
140,022
-5,672
-4% -$2.4M 0.43% 23
2024
Q1
$61.3M Buy
145,694
+2,691
+2% +$1.09M 0.43% 25
2023
Q4
$53.8M Sell
143,003
-5,446
-4% -$1.94M 0.42% 25
2023
Q3
$46.9M Sell
148,449
-5,103
-3% -$1.69M 0.39% 23
2023
Q2
$52.3M Sell
153,552
-32,363
-17% -$10.1M 0.45% 22
2023
Q1
$53.6M Sell
185,915
-13,905
-7% -$3.55M 0.47% 22
2022
Q4
$47.9M Sell
199,820
-23,417
-10% -$5.62M 0.43% 23
2022
Q3
$52M Buy
223,237
+12,567
+6% +$3.32M 0.49% 20
2022
Q2
$54.1M Buy
210,670
+188,570
+853% +$51.2M 0.53% 20
2022
Q1
$6.81M Sell
22,100
-3,055
-12% -$919K 0.07% 115
2021
Q4
$8.46M Sell
25,155
-23,441
-48% -$7.6M 0.1% 126
2021
Q3
$13.7M Sell
48,596
-2,372
-5% -$690K 0.13% 136
2021
Q2
$13.8M Sell
50,968
-1,055
-2% -$268K 0.12% 139
2021
Q1
$12.3M Sell
52,023
-7,736
-13% -$1.79M 0.12% 139
2020
Q4
$13.3M Sell
59,759
-3,903
-6% -$839K 0.15% 135
2020
Q3
$13.4M Sell
63,662
-5,538
-8% -$1.16M 0.2% 121
2020
Q2
$14.1M Buy
69,200
+2,380
+4% +$432K 0.19% 97
2020
Q1
$10.5M Sell
66,820
-15,090
-18% -$2.48M 0.16% 111
2019
Q4
$12.9M Buy
81,910
+2,656
+3% +$390K 0.1% 110
2019
Q3
$11M Buy
79,254
+8,271
+12% +$1.14M 0.09% 111
2019
Q2
$9.51M Sell
70,983
-9,114
-11% -$1.16M 0.07% 121
2019
Q1
$9.45M Buy
80,097
+883
+1% +$96.3K 0.07% 122
2018
Q4
$8.05M Buy
79,214
+39,065
+97% +$4.18M 0.06% 127
2018
Q3
$4.59M Sell
40,149
-4,653
-10% -$504K 0.03% 170
2018
Q2
$4.42M Buy
44,802
+2,198
+5% +$213K 0.03% 178
2018
Q1
$3.89M Buy
42,604
+17,270
+68% +$1.58M 0.03% 165
2017
Q4
$2.17M Buy
25,334
+9,558
+61% +$784K 0.02% 190
2017
Q3
$1.18M Sell
15,776
-482
-3% -$35.2K 0.01% 227
2017
Q2
$1.12M Buy
16,258
+2,781
+21% +$191K 0.01% 220
2017
Q1
$888K Buy
13,477
+490
+4% +$31.4K 0.01% 228
2016
Q4
$807K Sell
12,987
-707
-5% -$42.5K 0.01% 235
2016
Q3
$789K Buy
13,694
+5,339
+64% +$301K 0.01% 232
2016
Q2
$428K Buy
+8,355
New +$434K ﹤0.01% 381
2015
Q3
Sell
-13,596
Closed -$600K 736
2015
Q2
$600K Buy
13,596
+114
+0.8% +$5.2K 0.01% 298
2015
Q1
$548K Buy
13,482
+1,467
+12% +$63.9K ﹤0.01% 297
2014
Q4
$558K Sell
12,015
-1,668
-12% -$78.3K ﹤0.01% 366
2014
Q3
$634K Sell
13,683
-2,303
-14% -$103K ﹤0.01% 205
2014
Q2
$667K Buy
15,986
+388
+2% +$15.7K 0.01% 249
2014
Q1
$639K Buy
15,598
+904
+6% +$33.9K 0.01% 184
2013
Q4
$556K Buy
14,694
+7,148
+95% +$260K 0.01% 267
2013
Q3
$251K Buy
+7,546
New +$248K ﹤0.01% 406

Other funds holding MSFT

ALPS Advisors's MSFT Position: Q1 2026 in Review

ALPS Advisors reduced its Microsoft (MSFT) stake by 5.1% in Q1 2026, selling an estimated $2.55M and leaving 113,492 shares worth $42M. The position accounts for 0.2% of the portfolio, ranked #52.

ALPS Advisors first reported a position in MSFT in Q3 2013 and has held it in 48 quarters since. The position peaked at $65.8M in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • ALPS Advisors held 113,492 shares of Microsoft worth $42M as of Q1 2026.
  • ALPS Advisors sold 6,085 Microsoft shares in Q1 2026, an estimated $2.55M.
  • Microsoft made up 0.2% of ALPS Advisors's portfolio in Q1 2026, its #52 holding.
  • ALPS Advisors first reported a position in Microsoft in Q3 2013 and has held it in 48 quarters since.
  • ALPS Advisors's Microsoft position peaked at $65.8M in Q2 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.