AWM
MSFT icon

Aviso Wealth Management’s Microsoft MSFT Stock Holding History

Aviso Wealth Management’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 		$7.11M Buy
19,214
+998
+5% +$418K 3.21% 6
2025
Q4 		$8.81M Sell
18,216
-224
-1% -$112K 3.7% 5
2025
Q3 		$9.55M Buy
18,440
+246
+1% +$125K 4.16% 6
2025
Q2 		$9.05M Buy
18,194
+801
+5% +$348K 4.23% 5
2025
Q1 		$6.53M Buy
17,393
+921
+6% +$375K 3.47% 6
2024
Q4 		$6.94M Buy
16,472
+944
+6% +$402K 3.54% 6
2024
Q3 		$6.68M Sell
15,528
-13
-0.1% -$5.56K 3.62% 6
2024
Q2 		$6.95M Sell
15,541
-64
-0.4% -$27K 4.12% 6
2024
Q1 		$6.57M Sell
15,605
-42
-0.3% -$17K 4.14% 5
2023
Q4 		$5.88M Buy
+15,647
New +$5.57M 4.26% 2

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 Wealth Management's MSFT Position: Q1 2026 in Review

Aviso Wealth Management increased its Microsoft (MSFT) stake by 5.5% in Q1 2026, buying an estimated $418K and bringing the position to 19,214 shares worth $7.11M. The position accounts for 3.21% of the portfolio, ranked #6.

Aviso Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.55M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Aviso Wealth Management held 19,214 shares of Microsoft worth $7.11M as of Q1 2026.
  • Aviso Wealth Management bought 998 Microsoft shares in Q1 2026, an estimated $418K.
  • Microsoft made up 3.21% of Aviso Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Aviso Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Aviso Wealth Management's Microsoft position peaked at $9.55M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.