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
2023 Q4	–	Sell	-57,700	Closed	-$182K	–	2414
2023 Q3	$182K	Buy	+57,700	New	+$19.1M	﹤0.01%	1898
2022 Q1	–	Sell	-20,000	Closed	-$61K	–	2209
2021 Q4	$61K	Buy	+20,000	New	+$6.48M	﹤0.01%	2069
2019 Q4	–	Sell	-47,216,211	Closed	-$66M	–	1703
2019 Q3	$66M	Buy	+47,216,211	New	+$6.49B	1.03%	11

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.