N.E.W. Advisory Services’s Microsoft MSFT Stock Holding History

N.E.W. Advisory Services’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	$3.12M	Buy	8,425 +823	+11%	+$344K	0.23%	59
2025 Q4	$3.68M	Buy	7,602 +1,238	+19%	+$620K	0.27%	56
2025 Q3	$3.3M	Sell	6,364 -243	-4%	-$124K	0.29%	40
2025 Q2	$3.29M	Sell	6,607 -2,438	-27%	-$1.06M	0.32%	39
2025 Q1	$3.4M	Buy	9,045 +1,927	+27%	+$786K	0.26%	53
2024 Q4	$3M	Sell	7,118 -426	-6%	-$181K	0.28%	54
2024 Q3	$3.25M	Sell	7,544 -113	-1%	-$48.3K	0.32%	45
2024 Q2	$3.42M	Sell	7,657 -18	-0.2%	-$7.6K	0.37%	43
2024 Q1	$3.23M	Buy	7,675 +144	+2%	+$58.3K	0.36%	44
2023 Q4	$2.83M	Buy	7,531 +236	+3%	+$84K	0.34%	46
2023 Q3	$2.3M	Buy	7,295 +921	+14%	+$304K	0.33%	47
2023 Q2	$2.17M	Buy	6,374 +25	+0.4%	+$7.83K	0.3%	38
2023 Q1	$1.83M	Sell	6,349 -176	-3%	-$44.9K	0.27%	41
2022 Q4	$1.56M	Buy	6,525 +1,096	+20%	+$263K	0.24%	42
2022 Q3	$1.26M	Sell	5,429 -1,446	-21%	-$382K	0.23%	47
2022 Q2	$1.77M	Sell	6,875 -151	-2%	-$41K	0.31%	37
2022 Q1	$1.66M	Sell	7,026 -283	-4%	-$85.1K	0.31%	36
2021 Q4	$2.46M	Buy	7,309 +195	+3%	+$63.2K	0.37%	33
2021 Q3	$2M	Buy	7,114 +127	+2%	+$37K	0.33%	34
2021 Q2	$1.9M	Sell	6,987 -39	-0.6%	-$9.91K	0.32%	36
2021 Q1	$1.7M	Buy	7,026 +716	+11%	+$166K	0.32%	37
2020 Q4	$1.4M	Buy	6,310 +555	+10%	+$119K	0.3%	45
2020 Q3	$1.21M	Buy	5,755 +28	+0.5%	+$5.88K	0.34%	39
2020 Q2	$1.17M	Buy	+5,727	New	+$1.04M	0.36%	37
2019 Q4	$626K	Buy	+3,969	New	+$583K	0.2%	51

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

N.E.W. Advisory Services's MSFT Position: Q1 2026 in Review

N.E.W. Advisory Services increased its Microsoft (MSFT) stake by 11% in Q1 2026, buying an estimated $344K and bringing the position to 8,425 shares worth $3.12M. The position accounts for 0.23% of the portfolio, ranked #59.

N.E.W. Advisory Services first reported a position in MSFT in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.68M in Q4 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

N.E.W. Advisory Services held 8,425 shares of Microsoft worth $3.12M as of Q1 2026.
N.E.W. Advisory Services bought 823 Microsoft shares in Q1 2026, an estimated $344K.
Microsoft made up 0.23% of N.E.W. Advisory Services's portfolio in Q1 2026, its #59 holding.
N.E.W. Advisory Services first reported a position in Microsoft in Q4 2019 and has held it in 25 quarters since.
N.E.W. Advisory Services's Microsoft position peaked at $3.68M in Q4 2025.
6,188 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.