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United Advisor Group’s Microsoft MSFT Stock Holding History

United Advisor Group’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 		$14.2M Buy
38,434
+5,765
+18% +$2.41M 1.75% 7
2025
Q4 		$15.8M Buy
32,669
+1,266
+4% +$634K 1.97% 6
2025
Q3 		$16.3M Buy
31,403
+6,996
+29% +$3.57M 2.19% 4
2025
Q2 		$12.1M Buy
24,407
+1,330
+6% +$578K 2.1% 7
2025
Q1 		$8.66M Sell
23,077
-2,903
-11% -$1.18M 1.78% 9
2024
Q4 		$11M Buy
25,980
+1,101
+4% +$469K 2.17% 5
2024
Q3 		$10.7M Buy
24,879
+6,950
+39% +$2.97M 2.42% 5
2024
Q2 		$8.01M Buy
17,929
+753
+4% +$318K 2.49% 5
2024
Q1 		$7.23M Sell
17,176
-6,636
-28% -$2.69M 2.72% 5
2023
Q4 		$9.54M Buy
+23,812
New +$8.48M 11.47% 3

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

United Advisor Group's MSFT Position: Q1 2026 in Review

United Advisor Group increased its Microsoft (MSFT) stake by 18% in Q1 2026, buying an estimated $2.41M and bringing the position to 38,434 shares worth $14.2M. The position accounts for 1.75% of the portfolio, ranked #7.

United Advisor Group first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.3M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • United Advisor Group held 38,434 shares of Microsoft worth $14.2M as of Q1 2026.
  • United Advisor Group bought 5,765 Microsoft shares in Q1 2026, an estimated $2.41M.
  • Microsoft made up 1.75% of United Advisor Group's portfolio in Q1 2026, its #7 holding.
  • United Advisor Group first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • United Advisor Group's Microsoft position peaked at $16.3M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.