Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

MSFTMSFT
30 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in MICROSOFT CORP

Yes. United Capital Financial Advisors holds 779,208 shares of MSFT (Microsoft), worth $290.7M, as of its Q2 2026 13F filing. It increased the position by 4,699 shares (+0.6%) from Q1 2026. United Capital Financial Advisors has held MSFT in every 13F on record since Q1 2019, 30 quarterly filings. MSFT is 1.6% of United Capital Financial Advisors' reported 13F portfolio.

Current Value

$290.7M

Current Shares

779,208

Total Value Change

+$156M

Total Shares Change

-362,486

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
779,208
+0.6%
$290.7M1.6%$372.32
49
2026-Q1
Increased
774,509
+2.5%
$286.7M1.8%$368.68
50
2025-Q4
Increased
755,628
+8.6%
$365.4M2.2%$480.57
58
2025-Q3
Increased
695,753
+5.5%
$360.4M2.6%$513.72
56
2025-Q2
Increased
659,548
+1.4%
$328.1M2.6%$492.54
54
2025-Q1
Increased
650,338
+4.5%
$244.1M2.1%$371.03
55
2024-Q4
Increased
622,134
+4.6%
$262.2M2.2%$415.78
55
2024-Q3
Decreased
594,910
-2.3%
$256M2.1%$423.61
0
2024-Q2
Decreased
608,990
-9.1%
$272.2M2.3%$439.21
0
2024-Q1
Decreased
669,683
-5.3%
$281.7M2.3%$412.69
0
2023-Q4
Decreased
707,301
-9.0%
$266M2.2%$368.18
0
2023-Q3
Decreased
777,074
-8.1%
$245.4M1.6%$308.52
0
2023-Q2
Decreased
845,372
-10.7%
$287.9M1.6%$332.04
0
2023-Q1
Decreased
946,577
-9.4%
$272.9M1.5%$280.49
0
2022-Q4
Decreased
1M
-11.1%
$250.5M1.4%$232.74
0
2022-Q3
Decreased
1.2M
-2.6%
$273.6M1.6%$225.39
0
2022-Q2
Increased
1.2M
+4.8%
$309.8M1.7%$248.02
51
2022-Q1
Decreased
1.2M
-0.4%
$355M1.7%$297.05
0
2021-Q4
Decreased
1.2M
-2.8%
$388.8M1.8%$323.37
0
2021-Q3
Decreased
1.2M
-0.9%
$335.3M1.7%$270.57
0
2021-Q2
Increased
1.2M
+0.8%
$325.2M1.6%$259.49
49
2021-Q1
Decreased
1.2M
-0.2%
$280.8M1.6%$225.32
0
2020-Q4
Decreased
1.2M
-0.1%
$265.4M1.6%$212.08
0
2020-Q3
Decreased
1.2M
-0.9%
$251.1M1.6%$200.02
0
2020-Q2
Increased
1.2M
+0.7%
$245.1M1.8%$193.07
49
2020-Q1
Decreased
1.2M
-8.5%
$177.5M1.5%$149.21
0
2019-Q4
Increased
1.3M
+14.8%
$206.2M1.3%$148.79
55
2019-Q3
Decreased
1.1M
-9.8%
$158.3M1.1%$130.73
0
2019-Q2
Increased
1.3M
+10.5%
$169.1M1.1%$125.54
53
2019-Q1
First report
1.1M
-
$134.7M0.9%$110.12
0

Other major holders of MSFT: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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