Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC

MSFT
Showing 8 of 29 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
774,509
+2.5%
$286.7M1.8%$403.93
50
2025-Q4
Increased
755,628
+8.6%
$365.4M2.2%$487.48
58
2025-Q3
Increased
695,753
+5.5%
$360.4M2.6%$513.64
56
2025-Q2
Increased
659,548
+1.4%
$328.1M2.6%$494.20
54
2025-Q1
Increased
650,338
+4.5%
$244.1M2.1%$376.78
55
2024-Q4
Increased
622,134
+4.6%
$262.2M2.2%$421.72
55
2024-Q3
Decreased
594,910
-2.3%
$256M2.1%$424.04
0
2024-Q2
Decreased
608,990
-9.1%
$272.2M2.3%$441.99
0

Other major holders of MSFT: VANGUARD GROUP INC, BlackRock, Inc.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used