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Krilogy Financial’s Microsoft MSFT Stock Holding History

Krilogy Financial’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
2020
Q3 		– Sell
-200
Closed -$40K – 242
2020
Q2 		$40K Buy
+200
New +$36.3K 0.01% 216

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

Krilogy Financial's MSFT Position: Q1 2026 in Review

Krilogy Financial reduced its Microsoft (MSFT) stake by 6.5% in Q1 2026, selling an estimated $2.1M and leaving 72,248 shares worth $30.4M. The position accounts for 0.98% of the portfolio, ranked #23.

Krilogy Financial first reported a position in MSFT in Q3 2015 and has held it in 43 quarters since. The position peaked at $36.3M in Q4 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Krilogy Financial held 72,248 shares of Microsoft worth $30.4M as of Q1 2026.
  • Krilogy Financial sold 5,026 Microsoft shares in Q1 2026, an estimated $2.1M.
  • Microsoft made up 0.98% of Krilogy Financial's portfolio in Q1 2026, its #23 holding.
  • Krilogy Financial first reported a position in Microsoft in Q3 2015 and has held it in 43 quarters since.
  • Krilogy Financial's Microsoft position peaked at $36.3M in Q4 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.