Private Advisor Group’s Microsoft MSFT Stock Holding History

Private Advisor Group’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	$45.5K	Buy	600 +500	+500%	+$209K	﹤0.01%	2585
2025 Q4	$8.93K	Buy	+100	New	+$50.1K	﹤0.01%	2570
2021 Q4	–	Sell	-400	Closed	-$4K	–	2188
2021 Q3	$4K	Buy	+400	New	+$116K	﹤0.01%	2018
2021 Q1	–	Sell	-1,300	Closed	-$40K	–	1942
2020 Q4	$40K	Buy	+1,300	New	+$280K	﹤0.01%	1731
2015 Q1	–	Sell	-5,500	Closed	-$50K	–	1050
2014 Q4	$50K	Buy	+5,500	New	+$258K	﹤0.01%	937

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

Private Advisor Group's MSFT Position: Q1 2026 in Review

Private Advisor Group increased its Microsoft (MSFT) stake by 1.2% in Q1 2026, buying an estimated $3.22M and bringing the position to 636,936 shares worth $236M. The position accounts for 1.11% of the portfolio, ranked #9.

Private Advisor Group first reported a position in MSFT in Q4 2013 and has held it in 49 quarters since. The position peaked at $321M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Private Advisor Group held 636,936 shares of Microsoft worth $236M as of Q1 2026.
Private Advisor Group bought 7,693 Microsoft shares in Q1 2026, an estimated $3.22M.
Microsoft made up 1.11% of Private Advisor Group's portfolio in Q1 2026, its #9 holding.
Private Advisor Group first reported a position in Microsoft in Q4 2013 and has held it in 49 quarters since.
Private Advisor Group's Microsoft position peaked at $321M in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.