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

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 779,208 shares of MSFT (MICROSOFT CORP), worth $290.7M as of 2026-Q2. The position was increased (+0.6% shares). MSFT represents 1.6% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's 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
New
1.1M
-
$134.7M0.9%$110.12
59

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

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