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Invera Wealth Advisors’s Microsoft MSFT Stock Holding History

Invera Wealth 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
2026
Q1 		$4.62M Sell
12,485
-4
-0% -$1.67K 2.97% 8
2025
Q4 		$6.04M Sell
12,489
-841
-6% -$421K 3.82% 4
2025
Q3 		$6.9M Sell
13,330
-235
-2% -$120K 4.26% 1
2025
Q2 		$6.75M Sell
13,565
-317
-2% -$138K 4.4% 1
2025
Q1 		$5.21M Buy
+13,882
New +$5.66M 3.37% 5
2024
Q1 		– Sell
-15,554
Closed -$5.85M – 88
2023
Q4 		$5.85M Buy
+15,554
New +$5.54M 3.66% 2

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

Invera Wealth Advisors's MSFT Position: Q1 2026 in Review

Invera Wealth Advisors reduced its Microsoft (MSFT) stake by 0.03% in Q1 2026, selling an estimated $1.67K and leaving 12,485 shares worth $4.62M. The position accounts for 2.97% of the portfolio, ranked #8.

Invera Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 6 quarters since. The position peaked at $6.9M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Invera Wealth Advisors held 12,485 shares of Microsoft worth $4.62M as of Q1 2026.
  • Invera Wealth Advisors sold 4 Microsoft shares in Q1 2026, an estimated $1.67K.
  • Microsoft made up 2.97% of Invera Wealth Advisors's portfolio in Q1 2026, its #8 holding.
  • Invera Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 6 quarters since.
  • Invera Wealth Advisors's Microsoft position peaked at $6.9M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.