Kestra Advisory Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
VCM
VPM
Kestra Advisory Services's MSFT Position: Q1 2026 in Review
Kestra Advisory Services increased its Microsoft (MSFT) stake by 9.6% in Q1 2026, buying an estimated $38.8M and bringing the position to 1,061,804 shares worth $393M. The position accounts for 1.49% of the portfolio, ranked #6.
Kestra Advisory Services first reported a position in MSFT in Q3 2020 and has held it in 23 quarters since. The position peaked at $469M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Kestra Advisory Services held 1,061,804 shares of Microsoft worth $393M as of Q1 2026.
- Kestra Advisory Services bought 92,739 Microsoft shares in Q1 2026, an estimated $38.8M.
- Microsoft made up 1.49% of Kestra Advisory Services's portfolio in Q1 2026, its #6 holding.
- Kestra Advisory Services first reported a position in Microsoft in Q3 2020 and has held it in 23 quarters since.
- Kestra Advisory Services's Microsoft position peaked at $469M in Q4 2025.
- 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.