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U.S. Capital Wealth Advisors’s Microsoft MSFT Stock Holding History

U.S. Capital Wealth 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
2022
Q3 		– Sell
-140
Closed -$243K – 661
2022
Q2 		$243K Buy
+140
New +$38K 0.01% 588

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

U.S. Capital Wealth Advisors's MSFT Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Microsoft (MSFT) stake by 13% in Q1 2026, buying an estimated $6.51M and bringing the position to 138,169 shares worth $51.1M. The position accounts for 1.29% of the portfolio, ranked #7.

U.S. Capital Wealth Advisors first reported a position in MSFT in Q3 2021 and has held it in 19 quarters since. The position peaked at $62.8M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • U.S. Capital Wealth Advisors held 138,169 shares of Microsoft worth $51.1M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 15,567 Microsoft shares in Q1 2026, an estimated $6.51M.
  • Microsoft made up 1.29% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #7 holding.
  • U.S. Capital Wealth Advisors first reported a position in Microsoft in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Microsoft position peaked at $62.8M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.