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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
-800
Closed -$231K – 519
2023
Q1 		$231K Buy
800
+400
+100% +$102K 0.02% 405
2022
Q4 		$95.9K Buy
+400
New +$96K 0.01% 463

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
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. 5,764 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.
  • 5,764 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.