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Mount Yale Investment Advisors’s Microsoft MSFT Stock Holding History

Mount Yale 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
2025
Q2 		– Sell
-300
Closed -$22.3K – 1508
2025
Q1 		$22.3K Hold
300
– – ﹤0.01% 529
2024
Q4 		$36.9K Hold
300
– – ﹤0.01% 539
2024
Q3 		$39.4K Hold
300
– – ﹤0.01% 533
2024
Q2 		$47.1K Buy
+300
New +$127K ﹤0.01% 529

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

Mount Yale Investment Advisors's MSFT Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Microsoft (MSFT) stake by 88% in Q1 2026, buying an estimated $45.2M and bringing the position to 230,977 shares worth $85.5M. The position accounts for 1.98% of the portfolio, ranked #4.

Mount Yale Investment Advisors first reported a position in MSFT in Q1 2018 and has held it in 33 quarters since. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Mount Yale Investment Advisors held 230,977 shares of Microsoft worth $85.5M as of Q1 2026.
  • Mount Yale Investment Advisors bought 108,102 Microsoft shares in Q1 2026, an estimated $45.2M.
  • Microsoft made up 1.98% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #4 holding.
  • Mount Yale Investment Advisors first reported a position in Microsoft in Q1 2018 and has held it in 33 quarters since.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.