AWA
MSFT icon

Arkadios Wealth Advisors’s Microsoft MSFT Stock Holding History

Arkadios 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
2025
Q2 		– Sell
-100
Closed -$37.5K – 1348
2025
Q1 		$37.5K Buy
+100
New +$40.8K ﹤0.01% 1103

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

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

Arkadios Wealth Advisors increased its Microsoft (MSFT) stake by 12% in Q1 2026, buying an estimated $10.4M and bringing the position to 237,463 shares worth $87.9M. The position accounts for 1.43% of the portfolio, ranked #4.

Arkadios Wealth Advisors first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $103M in Q4 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Arkadios Wealth Advisors held 237,463 shares of Microsoft worth $87.9M as of Q1 2026.
  • Arkadios Wealth Advisors bought 24,778 Microsoft shares in Q1 2026, an estimated $10.4M.
  • Microsoft made up 1.43% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #4 holding.
  • Arkadios Wealth Advisors first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's Microsoft position peaked at $103M in Q4 2025.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.