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Integrated Advisors Network’s Microsoft MSFT Stock Holding History

Integrated Advisors Network’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 		$25.5M Sell
68,941
-14,073
-17% -$5.89M 1.34% 10
2025
Q4 		$40.1M Sell
83,014
-2,299
-3% -$1.15M 1.78% 5
2025
Q3 		$44.2M Buy
85,313
+5,243
+7% +$2.67M 1.86% 5
2025
Q2 		$39.8M Sell
80,070
-2,104
-3% -$914K 1.8% 6
2025
Q1 		$30.8M Sell
82,174
-16,049
-16% -$6.54M 1.56% 8
2024
Q4 		$41.4M Sell
98,223
-989
-1% -$421K 1.98% 5
2024
Q3 		$42.7M Sell
99,212
-461
-0.5% -$197K 2.02% 4
2024
Q2 		$44.5M Buy
99,673
+8,814
+10% +$3.72M 2.28% 5
2024
Q1 		$38.2M Buy
90,859
+7,201
+9% +$2.92M 1.94% 5
2023
Q4 		$31.5M Buy
83,658
+2,970
+4% +$1.06M 1.78% 6
2023
Q3 		$25.5M Sell
80,688
-5,590
-6% -$1.85M 1.56% 7
2023
Q2 		$29.4M Sell
86,278
-1,114
-1% -$349K 1.69% 7
2023
Q1 		$25.2M Buy
87,392
+2,094
+2% +$534K 1.51% 8
2022
Q4 		$20.5M Buy
85,298
+4,119
+5% +$989K 1.32% 7
2022
Q3 		$18.9M Sell
81,179
-4,483
-5% -$1.18M 1.28% 9
2022
Q2 		$22M Buy
85,662
+5,341
+7% +$1.45M 1.43% 5
2022
Q1 		$24.8M Sell
80,321
-3,393
-4% -$1.02M 1.45% 8
2021
Q4 		$28.2M Sell
83,714
-2,953
-3% -$957K 1.66% 5
2021
Q3 		$24.4M Buy
86,667
+6,266
+8% +$1.82M 1.62% 6
2021
Q2 		$21.8M Buy
80,401
+2,586
+3% +$657K 1.6% 8
2021
Q1 		$18.3M Buy
77,815
+10,077
+15% +$2.34M 1.68% 7
2020
Q4 		$15.1M Buy
67,738
+9,337
+16% +$2.01M 1.65% 7
2020
Q3 		$12.3M Buy
58,401
+8,037
+16% +$1.69M 1.55% 10
2020
Q2 		$10.2M Buy
50,364
+11,958
+31% +$2.17M 1.2% 17
2020
Q1 		$6.06M Sell
38,406
-20,916
-35% -$3.44M 1.19% 15
2019
Q4 		$9.36M Buy
+59,322
New +$8.71M 1.26% 6

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

Integrated Advisors Network's MSFT Position: Q1 2026 in Review

Integrated Advisors Network reduced its Microsoft (MSFT) stake by 17% in Q1 2026, selling an estimated $5.89M and leaving 68,941 shares worth $25.5M. The position accounts for 1.34% of the portfolio, ranked #10.

Integrated Advisors Network first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $44.5M in Q2 2024. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Integrated Advisors Network held 68,941 shares of Microsoft worth $25.5M as of Q1 2026.
  • Integrated Advisors Network sold 14,073 Microsoft shares in Q1 2026, an estimated $5.89M.
  • Microsoft made up 1.34% of Integrated Advisors Network's portfolio in Q1 2026, its #10 holding.
  • Integrated Advisors Network first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Integrated Advisors Network's Microsoft position peaked at $44.5M in Q2 2024.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.