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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
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.