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Horizon Advisory Services’s Microsoft MSFT Stock Holding History

Horizon 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 		– Sell
-518
Closed -$251K – 50
2025
Q4 		$251K Hold
518
– – 0.13% 47
2025
Q3 		$268K Sell
518
-23
-4% -$11.7K 0.14% 42
2025
Q2 		$269K Hold
541
– – 0.14% 41
2025
Q1 		$203K Sell
541
-26
-5% -$10.6K 0.12% 45
2024
Q4 		$239K Sell
567
-107
-16% -$45.6K 0.14% 43
2024
Q3 		$290K Buy
+674
New +$288K 0.13% 29

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Horizon Advisory Services sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 518 shares — an estimated $251K sold.

Horizon Advisory Services first reported a position in MSFT in Q3 2024 and held it in 6 quarters. The position peaked at $290K in Q3 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Horizon Advisory Services reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • Horizon Advisory Services sold 518 Microsoft shares in Q1 2026, an estimated $251K.
  • Horizon Advisory Services first reported a position in Microsoft in Q3 2024 and held it in 6 quarters.
  • Horizon Advisory Services's Microsoft position peaked at $290K in Q3 2024.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Horizon Advisory Services's 13F filing for Q1 2026, filed 22 Apr 2026.