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
2026 Q1	$777K	Sell	2,100 -200	-9%	-$83.7K	﹤0.01%	868
2025 Q4	$1.11M	Hold	2,300	–	–	0.01%	701
2025 Q3	$1.19M	Hold	2,300	–	–	0.01%	591
2025 Q2	$1.14M	Hold	2,300	–	–	0.01%	556
2025 Q1	$863K	Hold	2,300	–	–	0.01%	602
2024 Q4	$969K	Sell	2,300 -987,390	-100%	-$421M	0.01%	557
2024 Q3	$2.3K	Buy	989,690 +987,390	+42,930%	+$422M	﹤0.01%	1058
2024 Q2	$1.03M	Sell	2,300 -100	-4%	-$42.2K	0.01%	520
2024 Q1	$1.01M	Buy	2,400 +1,600	+200%	+$648K	0.01%	557
2023 Q4	$301K	Buy	+800	New	+$285K	﹤0.01%	865
2023 Q2	–	Sell	-1,000	Closed	-$288K	–	944
2023 Q1	$288K	Buy	+1,000	New	+$255K	﹤0.01%	836

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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. 6,183 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.
6,183 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.