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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
2026
Q1 		– Sell
-20,000
Closed -$9.67M – 1069
2025
Q4 		$9.67M Buy
+20,000
New +$10M 0.45% 40
2023
Q2 		– Sell
-100
Closed -$235 – 623
2023
Q1 		$235 Buy
+100
New +$25.5K ﹤0.01% 601
2017
Q1 		– Sell
-3
Closed -$1K – 317
2016
Q4 		$1K Buy
+3
New +$180 ﹤0.01% 261

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

Kovack Advisors's MSFT Position: Q1 2026 in Review

Kovack Advisors reduced its Microsoft (MSFT) stake by 17% in Q1 2026, selling an estimated $7.07M and leaving 83,957 shares worth $31.1M. The position accounts for 1.66% of the portfolio, ranked #7.

Kovack Advisors first reported a position in MSFT in Q2 2013 and has held it in 50 quarters since. The position peaked at $48.8M in Q4 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Kovack Advisors held 83,957 shares of Microsoft worth $31.1M as of Q1 2026.
  • Kovack Advisors sold 16,890 Microsoft shares in Q1 2026, an estimated $7.07M.
  • Microsoft made up 1.66% of Kovack Advisors's portfolio in Q1 2026, its #7 holding.
  • Kovack Advisors first reported a position in Microsoft in Q2 2013 and has held it in 50 quarters since.
  • Kovack Advisors's Microsoft position peaked at $48.8M in Q4 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.