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Regal Investment Advisors’s Microsoft MSFT Stock Holding History

Regal Investment 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
2019
Q2 		– Sell
-500
Closed -$59K – 354
2019
Q1 		$59K Buy
+500
New +$54.6K 0.01% 314

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Regal Investment Advisors's MSFT Position: Q1 2026 in Review

Regal Investment Advisors increased its Microsoft (MSFT) stake by 11% in Q1 2026, buying an estimated $2.4M and bringing the position to 60,289 shares worth $22.3M. The position accounts for 1.29% of the portfolio, ranked #11.

Regal Investment Advisors first reported a position in MSFT in Q2 2013 and has held it in 49 quarters since. The position peaked at $31.1M in Q2 2024. 6,195 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Regal Investment Advisors held 60,289 shares of Microsoft worth $22.3M as of Q1 2026.
  • Regal Investment Advisors bought 5,745 Microsoft shares in Q1 2026, an estimated $2.4M.
  • Microsoft made up 1.29% of Regal Investment Advisors's portfolio in Q1 2026, its #11 holding.
  • Regal Investment Advisors first reported a position in Microsoft in Q2 2013 and has held it in 49 quarters since.
  • Regal Investment Advisors's Microsoft position peaked at $31.1M in Q2 2024.
  • 6,195 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.