HighTower Advisors
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HighTower Advisors’s Microsoft MSFT Stock Holding History

HighTower Advisors’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
2025
Q3 		– Sell
-100
Closed -$6.72K – 3976
2025
Q2 		$6.72K Hold
100
– – ﹤0.01% 3661
2025
Q1 		$3.11K Sell
100
-110,700
-100% -$45.1M ﹤0.01% 3609
2024
Q4 		$213K Buy
110,800
+80,500
+266% +$34.3M ﹤0.01% 3153
2024
Q3 		$122K Buy
30,300
+200
+0.7% +$85.5K ﹤0.01% 3262
2024
Q2 		$309K Sell
30,100
-3,800
-11% -$1.6M ﹤0.01% 2683
2024
Q1 		$189K Buy
+33,900
New +$13.7M ﹤0.01% 3003
2022
Q3 		– Sell
-8,500
Closed -$64K – 3303
2022
Q2 		$64K Buy
8,500
+8,161
+2,407% +$2.21M ﹤0.01% 2871
2022
Q1 		$886K Buy
+339
New +$102K ﹤0.01% 1835
2021
Q3 		– Sell
-2,500
Closed -$78K – 3342
2021
Q2 		$78K Buy
+2,500
New +$635K ﹤0.01% 2845
2021
Q1 		– Sell
-36
Closed -$34K – 3192
2020
Q4 		$34K Sell
36
-17,464
-100% -$3.76M ﹤0.01% 2442
2020
Q3 		$475K Buy
17,500
+2,400
+16% +$504K ﹤0.01% 1599
2020
Q2 		$120K Buy
15,100
+13,900
+1,158% +$2.52M ﹤0.01% 2097
2020
Q1 		$13K Sell
1,200
-1,000
-45% -$164K ﹤0.01% 2108
2019
Q4 		$26K Sell
2,200
-5,700
-72% -$837K ﹤0.01% 2153
2019
Q3 		$38K Sell
7,900
-9,500
-55% -$1.31M ﹤0.01% 2240
2019
Q2 		$40K Buy
17,400
+15,900
+1,060% +$2.02M ﹤0.01% 2227
2019
Q1 		$4K Buy
+1,500
New +$164K ﹤0.01% 2237
2018
Q2 		– Sell
-2,500
Closed -$3K – 2336
2018
Q1 		$3K Buy
2,500
+500
+25% +$45.7K ﹤0.01% 2135
2017
Q4 		$8K Hold
2,000
– – ﹤0.01% 2192
2017
Q3 		$10K Buy
+2,000
New +$146K ﹤0.01% 2151
2014
Q2 		– Sell
-2,400
Closed -$5K – 1674
2014
Q1 		$5K Buy
+2,400
New +$90.1K ﹤0.01% 1539

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

HighTower Advisors's MSFT Position: Q1 2026 in Review

HighTower Advisors increased its Microsoft (MSFT) stake by 1.1% in Q1 2026, buying an estimated $22.4M and bringing the position to 5,058,749 shares worth $1.87B. The position accounts for 1.99% of the portfolio, ranked #4.

HighTower Advisors first reported a position in MSFT in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.6B in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • HighTower Advisors held 5,058,749 shares of Microsoft worth $1.87B as of Q1 2026.
  • HighTower Advisors bought 53,586 Microsoft shares in Q1 2026, an estimated $22.4M.
  • Microsoft made up 1.99% of HighTower Advisors's portfolio in Q1 2026, its #4 holding.
  • HighTower Advisors first reported a position in Microsoft in Q2 2013 and has held it in 51 quarters since.
  • HighTower Advisors's Microsoft position peaked at $2.6B in Q3 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.