Sheaff Brock Investment Advisors’s Microsoft MSFT Stock Holding History

Sheaff Brock 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
2023 Q2	–	Sell	-1,400	Closed	-$404K	–	518
2023 Q1	$404K	Sell	1,400 -2,000	-59%	-$510K	0.04%	297
2022 Q4	$815K	Buy	+3,400	New	+$816K	0.08%	188
2022 Q3	–	Hold	0	–	–	–	183
2022 Q2	–	Sell	-4,100	Closed	-$1.11M	–	179
2022 Q1	$1.26M	Sell	4,100 -200	-5%	-$60.2K	0.09%	151
2021 Q4	$1.45M	Sell	4,300 -5,400	-56%	-$1.75M	0.1%	142
2021 Q3	$2.73M	Buy	9,700 +8,800	+978%	+$2.56M	0.2%	80
2021 Q2	$244K	Hold	900	–	–	0.02%	416
2021 Q1	$212K	Hold	900	–	–	0.02%	429
2020 Q4	$200K	Buy	+900	New	+$194K	0.02%	429
2020 Q3	–	Sell	-1,200	Closed	-$244K	–	487
2020 Q2	$244K	Sell	1,200 -1,400	-54%	-$254K	0.02%	345
2020 Q1	$411K	Buy	+2,600	New	+$428K	0.05%	209

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sheaff Brock Investment Advisors's MSFT Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Microsoft (MSFT) stake by 0.33% in Q1 2025, selling an estimated $86K and leaving 63,287 shares worth $23.8M. The position accounts for 2.18% of the portfolio, ranked #4.

Sheaff Brock Investment Advisors first reported a position in MSFT in Q4 2015 and has held it in 38 quarters since. The position peaked at $28.8M in Q2 2024. 5,765 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

Sheaff Brock Investment Advisors held 63,287 shares of Microsoft worth $23.8M as of Q1 2025.
Sheaff Brock Investment Advisors sold 211 Microsoft shares in Q1 2025, an estimated $86K.
Microsoft made up 2.18% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #4 holding.
Sheaff Brock Investment Advisors first reported a position in Microsoft in Q4 2015 and has held it in 38 quarters since.
Sheaff Brock Investment Advisors's Microsoft position peaked at $28.8M in Q2 2024.
5,765 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.