Position history for AE Wealth Management LLC's holdings in MICROSOFT CORP
AE Wealth Management LLC holds 1.3M shares of MSFT (MICROSOFT CORP), worth $475.4M as of 2026-Q1. The position was increased (+24.5% shares). MSFT represents 2.6% of AE Wealth Management LLC's portfolio.
Current Value
$475.4M
Current Shares
1.3M
Total Value Change
+$199.2M
Total Shares Change
+666,247
Other major holders of MSFT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 1.3M |
+24.5% |
| $475.4M |
| 2.6% |
| $403.93 |
66 |
| 2025-Q4 | Increased | 1M | +17.2% | $498.9M | 2.9% | $487.48 | 63 |
| 2025-Q3 | Increased | 879,949 | +7.0% | $455.8M | 2.9% | $513.64 | 57 |
| 2025-Q2 | Increased | 821,982 | +0.5% | $408.9M | 3.0% | $494.20 | 54 |
| 2025-Q1 | Increased | 818,083 | +8.4% | $307.1M | 2.6% | $376.78 | 58 |
| 2024-Q4 | Increased | 754,812 | +11.3% | $318.2M | 2.7% | $421.72 | 59 |
| 2024-Q3 | Increased | 678,418 | +9.8% | $291.9M | 2.6% | $424.04 | 58 |
| 2024-Q2 | Increased | 618,084 | +19.3% | $276.3M | 2.8% | $441.99 | 62 |