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Avantax Advisory Services’s Microsoft MSFT Stock Holding History

Avantax Advisory Services’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 		$258M Buy
519,005
+30,257
+6% +$13.1M 1.42% 11
2025
Q1 		$183M Buy
488,748
+24,378
+5% +$9.94M 1.11% 12
2024
Q4 		$196M Buy
464,370
+25,818
+6% +$11M 1.23% 12
2024
Q3 		$189M Buy
438,552
+1,076
+0.2% +$460K 1.24% 11
2024
Q2 		$196M Buy
437,476
+150,794
+53% +$63.7M 1.39% 10
2024
Q1 		$121M Buy
286,682
+19,949
+7% +$8.08M 1.07% 12
2023
Q4 		$100M Buy
266,733
+25,479
+11% +$9.07M 1% 13
2023
Q3 		$76.2M Sell
241,254
-3,924
-2% -$1.3M 0.85% 14
2023
Q2 		$83.5M Buy
245,178
+4,060
+2% +$1.27M 0.95% 15
2023
Q1 		$69.5M Buy
241,118
+10,201
+4% +$2.6M 0.85% 14
2022
Q4 		$55.4M Buy
230,917
+7,493
+3% +$1.8M 0.74% 17
2022
Q3 		$52M Buy
223,424
+8,295
+4% +$2.19M 0.8% 17
2022
Q2 		$55.3M Buy
215,129
+9,113
+4% +$2.47M 0.83% 16
2022
Q1 		$63.5M Buy
206,016
+4,545
+2% +$1.37M 0.87% 17
2021
Q4 		$67.8M Buy
201,471
+14,216
+8% +$4.61M 1.02% 16
2021
Q3 		$52.8M Buy
187,255
+13,735
+8% +$4M 0.88% 17
2021
Q2 		$47M Buy
173,520
+5,957
+4% +$1.51M 0.85% 18
2021
Q1 		$39.5M Buy
167,563
+9,991
+6% +$2.32M 0.85% 18
2020
Q4 		$35M Sell
157,572
-180,816
-53% -$38.9M 0.83% 20
2020
Q3 		$71.2M Buy
338,388
+192,892
+133% +$40.5M 1.14% 15
2020
Q2 		$29.6M Buy
145,496
+6,878
+5% +$1.25M 0.85% 18
2020
Q1 		$21.9M Buy
138,618
+9,910
+8% +$1.63M 0.65% 22
2019
Q4 		$20.3M Buy
128,708
+28,314
+28% +$4.16M 0.47% 26
2019
Q3 		$14M Buy
100,394
+8,601
+9% +$1.18M 0.56% 21
2019
Q2 		$12.3M Buy
91,793
+10,190
+12% +$1.29M 0.54% 22
2019
Q1 		$9.62M Buy
81,603
+10,559
+15% +$1.15M 0.51% 18
2018
Q4 		$7.21M Buy
+71,044
New +$7.61M 1.21% 16

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's MSFT Position: Q2 2025 in Review

Avantax Advisory Services increased its Microsoft (MSFT) stake by 6.2% in Q2 2025, buying an estimated $13.1M and bringing the position to 519,005 shares worth $258M. The position accounts for 1.42% of the portfolio, ranked #11.

Avantax Advisory Services first reported a position in MSFT in Q4 2018 and has held it in 27 quarters since. 5,814 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

  • Avantax Advisory Services held 519,005 shares of Microsoft worth $258M as of Q2 2025.
  • Avantax Advisory Services bought 30,257 Microsoft shares in Q2 2025, an estimated $13.1M.
  • Microsoft made up 1.42% of Avantax Advisory Services's portfolio in Q2 2025, its #11 holding.
  • Avantax Advisory Services first reported a position in Microsoft in Q4 2018 and has held it in 27 quarters since.
  • 5,814 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.