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Moneta Group Investment Advisors’s Microsoft MSFT Stock Holding History

Moneta Group Investment 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 		$37K Buy
+100
New +$41.8K ﹤0.01% 796

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

Moneta Group Investment Advisors's MSFT Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Microsoft (MSFT) stake by 0.83% in Q1 2026, buying an estimated $663K and bringing the position to 192,108 shares worth $71.1M. The position accounts for 0.54% of the portfolio, ranked #32.

Moneta Group Investment Advisors first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $97.9M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Moneta Group Investment Advisors held 192,108 shares of Microsoft worth $71.1M as of Q1 2026.
  • Moneta Group Investment Advisors bought 1,585 Microsoft shares in Q1 2026, an estimated $663K.
  • Microsoft made up 0.54% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #32 holding.
  • Moneta Group Investment Advisors first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Moneta Group Investment Advisors's Microsoft position peaked at $97.9M in Q3 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.