Diversify Advisory Services’s Microsoft MSFT Stock Holding History

Diversify 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
2026 Q1	$16.1M	Sell	37,963 -70,049	-65%	-$29.3M	2.46%	13
2025 Q4	$49.7M	Sell	108,012 -13,042	-11%	-$6.54M	1.57%	9
2025 Q3	$62.6M	Sell	121,054 -11,313	-9%	-$5.77M	2.1%	8
2025 Q2	$70.1M	Buy	132,367 +48,330	+58%	+$21M	2.68%	6
2025 Q1	$33.1M	Sell	84,037 -8,758	-9%	-$3.57M	2.07%	8
2024 Q4	$38.9M	Buy	92,795 +1,293	+1%	+$551K	2.14%	10
2024 Q3	$39.1M	Buy	91,502 +1,053	+1%	+$450K	2.1%	9
2024 Q2	$41.6M	Buy	90,449 +1,186	+1%	+$501K	2.28%	7
2024 Q1	$37.9M	Buy	+89,263	New	+$36.1M	2.23%	6

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diversify Advisory Services's MSFT Position: Q1 2026 in Review

Diversify Advisory Services reduced its Microsoft (MSFT) stake by 65% in Q1 2026, selling an estimated $29.3M and leaving 37,963 shares worth $16.1M. The position accounts for 2.46% of the portfolio, ranked #13.

Diversify Advisory Services first reported a position in MSFT in Q1 2024 and has held it in 9 quarters since. The position peaked at $70.1M in Q2 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Diversify Advisory Services held 37,963 shares of Microsoft worth $16.1M as of Q1 2026.
Diversify Advisory Services sold 70,049 Microsoft shares in Q1 2026, an estimated $29.3M.
Microsoft made up 2.46% of Diversify Advisory Services's portfolio in Q1 2026, its #13 holding.
Diversify Advisory Services first reported a position in Microsoft in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Microsoft position peaked at $70.1M in Q2 2025.
6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.