Aviso Financial
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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
Q3 		$110M Sell
213,597
-1,716
-0.8% -$794K 3.73% 6
2026
Q2 		$80.3M Sell
215,313
-9,444
-4% -$3.82M 2.79% 11
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Aviso Financial's MSFT Position: Q3 2026 in Review

Aviso Financial reduced its Microsoft (MSFT) stake by 0.8% in Q3 2026, selling an estimated $794K and leaving 213,597 shares worth $110M. The position accounts for 3.73% of the portfolio, ranked #6.

Aviso Financial first reported a position in MSFT in Q2 2024 and has held it in 10 quarters since. 4,855 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Aviso Financial held 213,597 shares of Microsoft worth $110M as of Q3 2026.
  • Aviso Financial sold 1,716 Microsoft shares in Q3 2026, an estimated $794K.
  • Microsoft made up 3.73% of Aviso Financial's portfolio in Q3 2026, its #6 holding.
  • Aviso Financial first reported a position in Microsoft in Q2 2024 and has held it in 10 quarters since.
  • 4,855 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Aviso Financial's 13F filing for Q3 2026, filed 12 Nov 2026.