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Steward Partners Investment Advisory’s Microsoft MSFT Stock Holding History

Steward Partners Investment Advisory’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 		$395M Buy
1,067,474
+164,650
+18% +$68.9M 2.02% 6
2025
Q4 		$437M Buy
902,824
+81,783
+10% +$41M 2.39% 4
2025
Q3 		$425M Buy
821,041
+32,459
+4% +$16.6M 2.44% 4
2025
Q2 		$392M Sell
788,582
-409
-0.1% -$178K 3.06% 2
2025
Q1 		$296M Buy
788,991
+4,827
+0.6% +$1.97M 2.62% 2
2024
Q4 		$331M Buy
784,164
+14,570
+2% +$6.21M 2.93% 2
2024
Q3 		$331M Buy
769,594
+66,914
+10% +$28.6M 3.06% 2
2024
Q2 		$314M Buy
702,680
+22,100
+3% +$9.33M 3.31% 2
2024
Q1 		$286M Buy
680,580
+74,780
+12% +$30.3M 3.16% 2
2023
Q4 		$228M Buy
605,800
+22,183
+4% +$7.9M 3.08% 2
2023
Q3 		$184M Buy
583,617
+34,873
+6% +$11.5M 2.83% 2
2023
Q2 		$187M Sell
548,744
-2,536
-0.5% -$795K 2.8% 2
2023
Q1 		$159M Buy
551,280
+2,739
+0.5% +$699K 2.54% 2
2022
Q4 		$132M Sell
548,541
-13,366
-2% -$3.21M 2.24% 2
2022
Q3 		$131M Buy
561,907
+2,761
+0.5% +$729K 2.45% 2
2022
Q2 		$144M Buy
559,146
+3,672
+0.7% +$997K 2.63% 2
2022
Q1 		$171M Sell
555,474
-5,873
-1% -$1.77M 2.65% 2
2021
Q4 		$189M Buy
561,347
+29,646
+6% +$9.61M 2.87% 2
2021
Q3 		$150M Buy
531,701
+19,533
+4% +$5.68M 2.58% 2
2021
Q2 		$139M Sell
512,168
-33,825
-6% -$8.6M 2.35% 2
2021
Q1 		$129M Buy
545,993
+62,405
+13% +$14.5M 2.26% 3
2020
Q4 		$108M Buy
483,588
+18,800
+4% +$4.04M 2.33% 3
2020
Q3 		$97.8M Buy
464,788
+29,074
+7% +$6.11M 2.46% 3
2020
Q2 		$88.7M Buy
435,714
+33,409
+8% +$6.06M 2.53% 3
2020
Q1 		$63.4M Buy
402,305
+126
+0% +$20.7K 2.32% 3
2019
Q4 		$63.4M Buy
402,179
+2,509
+0.6% +$369K 1.87% 2
2019
Q3 		$55.6M Buy
399,670
+25,475
+7% +$3.5M 1.87% 4
2019
Q2 		$50.1M Buy
374,195
+5,492
+1% +$697K 1.84% 3
2019
Q1 		$43.5M Buy
368,703
+5,696
+2% +$621K 1.84% 3
2018
Q4 		$36.9M Buy
363,007
+37,951
+12% +$4.07M 1.8% 3
2018
Q3 		$37.2M Buy
325,056
+33,921
+12% +$3.68M 1.77% 4
2018
Q2 		$28.7M Buy
291,135
+35,698
+14% +$3.46M 1.71% 4
2018
Q1 		$23.3M Sell
255,437
-6,139
-2% -$561K 1.6% 6
2017
Q4 		$22.4M Buy
261,576
+83,625
+47% +$6.86M 1.71% 7
2017
Q3 		$13.3M Buy
177,951
+2,334
+1% +$170K 1.35% 10
2017
Q2 		$12.1M Buy
175,617
+65,007
+59% +$4.46M 1.36% 9
2017
Q1 		$7.28M Buy
110,610
+42,176
+62% +$2.7M 1.1% 17
2016
Q4 		$4.25M Buy
+68,434
New +$4.12M 1.94% 11

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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

Steward Partners Investment Advisory's MSFT Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Microsoft (MSFT) stake by 18% in Q1 2026, buying an estimated $68.9M and bringing the position to 1,067,474 shares worth $395M. The position accounts for 2.02% of the portfolio, ranked #6.

Steward Partners Investment Advisory first reported a position in MSFT in Q4 2016 and has held it in 38 quarters since. The position peaked at $437M in Q4 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Steward Partners Investment Advisory held 1,067,474 shares of Microsoft worth $395M as of Q1 2026.
  • Steward Partners Investment Advisory bought 164,650 Microsoft shares in Q1 2026, an estimated $68.9M.
  • Microsoft made up 2.02% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #6 holding.
  • Steward Partners Investment Advisory first reported a position in Microsoft in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Microsoft position peaked at $437M in Q4 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.