Empower Advisory Group
MSFT icon

Empower Advisory Group’s Microsoft MSFT Stock Holding History

Empower Advisory Group’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 		$415M Buy
1,120,799
+185,200
+20% +$77.5M 1.08% 24
2025
Q4 		$452M Sell
935,599
-7,683
-0.8% -$3.85M 1.22% 21
2025
Q3 		$489M Buy
943,282
+6,214
+0.7% +$3.17M 1.35% 19
2025
Q2 		$466M Buy
937,068
+39,923
+4% +$17.3M 1.4% 16
2025
Q1 		$337M Buy
897,145
+10,093
+1% +$4.11M 1.1% 21
2024
Q4 		$374M Buy
887,052
+16,949
+2% +$7.22M 1.26% 19
2024
Q3 		$374M Buy
870,103
+2,610
+0.3% +$1.12M 1.27% 18
2024
Q2 		$388M Sell
867,493
-17,214
-2% -$7.27M 1.44% 17
2024
Q1 		$372M Sell
884,707
-10,975
-1% -$4.44M 1.39% 16
2023
Q4 		$337M Sell
895,682
-3,693
-0.4% -$1.31M 1.33% 18
2023
Q3 		$284M Buy
899,375
+10,410
+1% +$3.44M 1.26% 19
2023
Q2 		$303M Sell
888,965
-5,549
-0.6% -$1.74M 1.31% 17
2023
Q1 		$257M Buy
+894,514
New +$228M 1.15% 19

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

Empower Advisory Group's MSFT Position: Q1 2026 in Review

Empower Advisory Group increased its Microsoft (MSFT) stake by 20% in Q1 2026, buying an estimated $77.5M and bringing the position to 1,120,799 shares worth $415M. The position accounts for 1.08% of the portfolio, ranked #24.

Empower Advisory Group first reported a position in MSFT in Q1 2023 and has held it in 13 quarters since. The position peaked at $489M in Q3 2025. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Empower Advisory Group held 1,120,799 shares of Microsoft worth $415M as of Q1 2026.
  • Empower Advisory Group bought 185,200 Microsoft shares in Q1 2026, an estimated $77.5M.
  • Microsoft made up 1.08% of Empower Advisory Group's portfolio in Q1 2026, its #24 holding.
  • Empower Advisory Group first reported a position in Microsoft in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Microsoft position peaked at $489M in Q3 2025.
  • 6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.