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United Capital Financial Advisors’s Microsoft MSFT Stock Holding History

United Capital Financial 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
2020
Q3 		– Sell
-10
Closed -$204K – 1207
2020
Q2 		$204K Buy
+10
New +$1.81K ﹤0.01% 1101

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 Capital Financial Advisors's MSFT Position: Q1 2026 in Review

United Capital Financial Advisors increased its Microsoft (MSFT) stake by 2.5% in Q1 2026, buying an estimated $7.9M and bringing the position to 774,509 shares worth $287M. The position accounts for 1.76% of the portfolio, ranked #8.

United Capital Financial Advisors first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $389M in Q4 2021. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • United Capital Financial Advisors held 774,509 shares of Microsoft worth $287M as of Q1 2026.
  • United Capital Financial Advisors bought 18,881 Microsoft shares in Q1 2026, an estimated $7.9M.
  • Microsoft made up 1.76% of United Capital Financial Advisors's portfolio in Q1 2026, its #8 holding.
  • United Capital Financial Advisors first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Microsoft position peaked at $389M in Q4 2021.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.