Navis Wealth Advisors’s Microsoft MSFT Stock Holding History

Navis Wealth 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
2024 Q4	–	Hold	0	–	-$215K	–	107
2024 Q3	–	Hold	0	–	–	–	95

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

Navis Wealth Advisors's MSFT Position: Q1 2026 in Review

Navis Wealth Advisors increased its Microsoft (MSFT) stake by 33% in Q1 2026, buying an estimated $339K and bringing the position to 3,289 shares worth $1.22M. The position accounts for 0.62% of the portfolio, ranked #41.

Navis Wealth Advisors first reported a position in MSFT in Q4 2020 and has held it in 16 quarters since. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Navis Wealth Advisors held 3,289 shares of Microsoft worth $1.22M as of Q1 2026.
Navis Wealth Advisors bought 811 Microsoft shares in Q1 2026, an estimated $339K.
Microsoft made up 0.62% of Navis Wealth Advisors's portfolio in Q1 2026, its #41 holding.
Navis Wealth Advisors first reported a position in Microsoft in Q4 2020 and has held it in 16 quarters since.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.