Kovack Advisors’s Microsoft MSFT Stock Holding History

Kovack 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
2019 Q4	–	Sell	-1	Closed	-$4K	–	531
2019 Q3	$4K	Hold	1	–	–	﹤0.01%	490
2019 Q2	$3K	Hold	1	–	–	﹤0.01%	457
2019 Q1	$2K	Buy	+1	New	+$109	﹤0.01%	445
2018 Q4	–	Sell	-1	Closed	-$2K	–	467
2018 Q3	$2K	Buy	+1	New	+$108	﹤0.01%	449
2017 Q2	–	Sell	-3	Closed	-$1K	–	398
2017 Q1	$1K	Hold	3	–	–	﹤0.01%	299
2016 Q4	$1K	Sell	3 -4	-57%	-$241	﹤0.01%	260
2016 Q3	$1K	Buy	+7	New	+$395	﹤0.01%	260
2016 Q2	–	Sell	-6	Closed	-$1K	–	292
2016 Q1	$1K	Buy	+6	New	+$315	﹤0.01%	243
2014 Q4	–	Sell	-4	Closed	-$2K	–	178
2014 Q3	$2K	Buy	+4	New	+$178	﹤0.01%	117
2014 Q2	–	Sell	-15	Closed	-$4K	–	131
2014 Q1	$4K	Sell	15 -5	-25%	-$188	0.01%	74
2013 Q4	$6K	Buy	+20	New	+$726	0.03%	64
2013 Q3	–	Sell	-15	Closed	-$4K	–	80
2013 Q2	$4K	Buy	+15	New	+$491	0.02%	56

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kovack Advisors's MSFT Position: Q2 2026 in Review

Kovack Advisors reduced its Microsoft (MSFT) stake by 6% in Q2 2026, selling an estimated $2.04M and leaving 78,918 shares worth $29.9M. The position accounts for 1.44% of the portfolio, ranked #8.

Kovack Advisors first reported a position in MSFT in Q2 2013 and has held it in 51 quarters since. The position peaked at $48.8M in Q4 2025. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Kovack Advisors held 78,918 shares of Microsoft worth $29.9M as of Q2 2026.
Kovack Advisors sold 5,039 Microsoft shares in Q2 2026, an estimated $2.04M.
Microsoft made up 1.44% of Kovack Advisors's portfolio in Q2 2026, its #8 holding.
Kovack Advisors first reported a position in Microsoft in Q2 2013 and has held it in 51 quarters since.
Kovack Advisors's Microsoft position peaked at $48.8M in Q4 2025.
6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.