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High Net Worth Advisory Group’s Microsoft MSFT Stock Holding History

High Net Worth 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 		$4.65M Buy
12,561
+53
+0.4% +$22.2K 1.08% 22
2025
Q4 		$6.05M Sell
12,508
-171
-1% -$85.7K 1.39% 15
2025
Q3 		$6.57M Sell
12,679
-468
-4% -$239K 1.58% 12
2025
Q2 		$6.54M Buy
13,147
+61
+0.5% +$26.5K 1.73% 10
2025
Q1 		$4.91M Buy
13,086
+241
+2% +$98.3K 1.39% 15
2024
Q4 		$5.42M Sell
12,845
-625
-5% -$266K 1.51% 14
2024
Q3 		$5.8M Buy
13,470
+587
+5% +$251K 1.59% 13
2024
Q2 		$5.76M Sell
12,883
-129
-1% -$54.5K 1.75% 11
2024
Q1 		$5.47M Buy
13,012
+1,159
+10% +$469K 1.72% 11
2023
Q4 		$4.46M Sell
11,853
-279
-2% -$99.3K 1.66% 14
2023
Q3 		$3.83M Buy
12,132
+15
+0.1% +$4.96K 1.54% 14
2023
Q2 		$4.13M Buy
12,117
+537
+5% +$168K 1.6% 14
2023
Q1 		$3.34M Sell
11,580
-854
-7% -$218K 1.36% 15
2022
Q4 		$2.98M Sell
12,434
-687
-5% -$165K 1.16% 15
2022
Q3 		$3.06M Buy
13,121
+151
+1% +$39.9K 1.31% 13
2022
Q2 		$3.33M Sell
12,970
-297
-2% -$80.6K 1.38% 12
2022
Q1 		$4.09M Buy
13,267
+87
+0.7% +$26.2K 1.49% 14
2021
Q4 		$4.43M Buy
+13,180
New +$4.27M 1.55% 14

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

High Net Worth Advisory Group's MSFT Position: Q1 2026 in Review

High Net Worth Advisory Group increased its Microsoft (MSFT) stake by 0.42% in Q1 2026, buying an estimated $22.2K and bringing the position to 12,561 shares worth $4.65M. The position accounts for 1.08% of the portfolio, ranked #22.

High Net Worth Advisory Group first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.57M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • High Net Worth Advisory Group held 12,561 shares of Microsoft worth $4.65M as of Q1 2026.
  • High Net Worth Advisory Group bought 53 Microsoft shares in Q1 2026, an estimated $22.2K.
  • Microsoft made up 1.08% of High Net Worth Advisory Group's portfolio in Q1 2026, its #22 holding.
  • High Net Worth Advisory Group first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • High Net Worth Advisory Group's Microsoft position peaked at $6.57M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.