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Innovative Advisory Group, LLC’s Microsoft MSFT Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-614
Closed -$297K – 149
2025
Q4 		$297K Hold
614
– – 0.19% 32
2025
Q3 		$318K Hold
614
– – 0.2% 32
2025
Q2 		$305K Buy
614
+81
+15% +$35.2K 0.26% 29
2025
Q1 		$200K Hold
533
– – 0.19% 30
2024
Q4 		$225K Buy
+533
New +$227K 0.2% 31

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Innovative Advisory Group, LLC's MSFT Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 614 shares — an estimated $297K sold.

Innovative Advisory Group, LLC first reported a position in MSFT in Q4 2024 and held it in 5 quarters. The position peaked at $318K in Q3 2025. 6,234 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 614 Microsoft shares in Q1 2026, an estimated $297K.
  • Innovative Advisory Group, LLC first reported a position in Microsoft in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Microsoft position peaked at $318K in Q3 2025.
  • 6,234 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.