Avantax Advisory Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
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.