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Aviso Financial’s Microsoft MSFT Stock Holding History

Aviso Financial’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 		$83.2M Buy
224,757
+17,814
+9% +$7.45M 2.95% 10
2025
Q4 		$100M Buy
206,943
+4,593
+2% +$2.3M 3.8% 5
2025
Q3 		$105M Buy
202,350
+3,793
+2% +$1.93M 4.26% 3
2025
Q2 		$98.8M Buy
198,557
+6,374
+3% +$2.77M 4.45% 3
2025
Q1 		$72.1M Buy
192,183
+11,805
+7% +$4.81M 3.56% 7
2024
Q4 		$76M Buy
180,378
+36,881
+26% +$15.7M 3.84% 7
2024
Q3 		$61.7M Buy
143,497
+74,785
+109% +$32M 3.06% 11
2024
Q2 		$30.7M Buy
+68,712
New +$29M 1.71% 21

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

Aviso Financial's MSFT Position: Q1 2026 in Review

Aviso Financial increased its Microsoft (MSFT) stake by 8.6% in Q1 2026, buying an estimated $7.45M and bringing the position to 224,757 shares worth $83.2M. The position accounts for 2.95% of the portfolio, ranked #10.

Aviso Financial first reported a position in MSFT in Q2 2024 and has held it in 8 quarters since. The position peaked at $105M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Aviso Financial held 224,757 shares of Microsoft worth $83.2M as of Q1 2026.
  • Aviso Financial bought 17,814 Microsoft shares in Q1 2026, an estimated $7.45M.
  • Microsoft made up 2.95% of Aviso Financial's portfolio in Q1 2026, its #10 holding.
  • Aviso Financial first reported a position in Microsoft in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's Microsoft position peaked at $105M in Q3 2025.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.