Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in MICROSOFT CORP
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 774,509 shares of MSFT (MICROSOFT CORP), worth $286.7M as of 2026-Q1. The position was increased (+2.5% shares). MSFT represents 1.8% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$286.7M
Current Shares
774,509
Total Value Change
+$14.5M
Total Shares Change
+165,519
Other major holders of MSFT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 774,509 |
+2.5% |
| $286.7M |
| 1.8% |
| $403.93 |
50 |
| 2025-Q4 | Increased | 755,628 | +8.6% | $365.4M | 2.2% | $487.48 | 58 |
| 2025-Q3 | Increased | 695,753 | +5.5% | $360.4M | 2.6% | $513.64 | 56 |
| 2025-Q2 | Increased | 659,548 | +1.4% | $328.1M | 2.6% | $494.20 | 54 |
| 2025-Q1 | Increased | 650,338 | +4.5% | $244.1M | 2.1% | $376.78 | 55 |
| 2024-Q4 | Increased | 622,134 | +4.6% | $262.2M | 2.2% | $421.72 | 55 |
| 2024-Q3 | Decreased | 594,910 | -2.3% | $256M | 2.1% | $424.04 | 0 |
| 2024-Q2 | Decreased | 608,990 | -9.1% | $272.2M | 2.3% | $441.99 | 0 |