UAG
MSFT icon

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
Q2 		$1.45M Buy
3,900
+2,300
+144% +$931K 0.15% 157
2026
Q1 		$592K Buy
+1,600
New +$670K 0.07% 252

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

United Advisor Group's MSFT Position: Q2 2026 in Review

United Advisor Group increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $1.81M and bringing the position to 42,915 shares worth $16M. The position accounts for 1.69% of the portfolio, ranked #6.

United Advisor Group first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.3M in Q3 2025. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • United Advisor Group held 42,915 shares of Microsoft worth $16M as of Q2 2026.
  • United Advisor Group bought 4,481 Microsoft shares in Q2 2026, an estimated $1.81M.
  • Microsoft made up 1.69% of United Advisor Group's portfolio in Q2 2026, its #6 holding.
  • United Advisor Group first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • United Advisor Group's Microsoft position peaked at $16.3M in Q3 2025.
  • 6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.