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Auxano Advisors’s Microsoft MSFT Stock Holding History

Auxano 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
2026
Q1 		$43.1M Buy
116,548
+261
+0.2% +$109K 8.61% 2
2025
Q4 		$56.2M Sell
116,287
-3,531
-3% -$1.77M 11.11% 2
2025
Q3 		$62.1M Sell
119,818
-346
-0.3% -$177K 13.2% 1
2025
Q2 		$59.8M Buy
120,164
+1,879
+2% +$816K 13.96% 1
2025
Q1 		$44.4M Buy
118,285
+1,946
+2% +$793K 11.77% 1
2024
Q4 		$49M Buy
116,339
+5,353
+5% +$2.28M 12.36% 1
2024
Q3 		$47.8M Buy
110,986
+8,048
+8% +$3.44M 12.36% 1
2024
Q2 		$46M Sell
102,938
-564
-0.5% -$238K 12.72% 1
2024
Q1 		$43.5M Buy
103,502
+3,270
+3% +$1.32M 12.68% 1
2023
Q4 		$37.7M Sell
100,232
-1,675
-2% -$596K 12.66% 1
2023
Q3 		$32.2M Sell
101,907
-7,803
-7% -$2.58M 13.15% 1
2023
Q2 		$31.6M Hold
109,710
– – 12.65% 1
2023
Q1 		$31.6M Sell
109,710
-547
-0.5% -$140K 12.65% 1
2022
Q4 		$26.4M Buy
110,257
+11,647
+12% +$2.8M 11.96% 1
2022
Q3 		$23M Buy
98,610
+12,145
+14% +$3.21M 10.56% 1
2022
Q2 		$22.2M Buy
86,465
+3,189
+4% +$866K 10.99% 1
2022
Q1 		$25.7M Buy
83,276
+2,538
+3% +$764K 10.93% 2
2021
Q4 		$27.2M Buy
80,738
+2,269
+3% +$736K 12.14% 2
2021
Q3 		$22.1M Buy
78,469
+5,759
+8% +$1.68M 9.94% 3
2021
Q2 		$19.7M Buy
72,710
+2,803
+4% +$712K 9% 3
2021
Q1 		$16.5M Sell
69,907
-154
-0.2% -$35.7K 10.13% 2
2020
Q4 		$15.6M Buy
70,061
+1,638
+2% +$352K 10.31% 2
2020
Q3 		$14.4M Sell
68,423
-3,810
-5% -$800K 11.13% 2
2020
Q2 		$14.7M Buy
72,233
+792
+1% +$144K 12.21% 2
2020
Q1 		$11.3M Buy
+71,441
New +$11.7M 10.28% 3

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

Auxano Advisors's MSFT Position: Q1 2026 in Review

Auxano Advisors increased its Microsoft (MSFT) stake by 0.22% in Q1 2026, buying an estimated $109K and bringing the position to 116,548 shares worth $43.1M. The position accounts for 8.61% of the portfolio, ranked #2.

Auxano Advisors first reported a position in MSFT in Q1 2020 and has held it in 25 quarters since. The position peaked at $62.1M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Auxano Advisors held 116,548 shares of Microsoft worth $43.1M as of Q1 2026.
  • Auxano Advisors bought 261 Microsoft shares in Q1 2026, an estimated $109K.
  • Microsoft made up 8.61% of Auxano Advisors's portfolio in Q1 2026, its #2 holding.
  • Auxano Advisors first reported a position in Microsoft in Q1 2020 and has held it in 25 quarters since.
  • Auxano Advisors's Microsoft position peaked at $62.1M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Auxano Advisors's 13F filing for Q1 2026, filed 4 May 2026.