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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in MICROSOFT CORP

Steward Partners Investment Advisory, LLC holds 999,760 shares of MSFT (MICROSOFT CORP), worth $372.9M as of 2026-Q2. The position was decreased (-6.3% shares). MSFT represents 1.9% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$372.9M

Current Shares

999,760

Total Value Change

+$41.8M

Total Shares Change

+230,166

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
999,760
-6.3%
$372.9M1.9%$373.02
0
2026-Q1
Increased
1.1M
+18.2%
$395.1M2.0%$403.93
63
2025-Q4
Increased
902,824
+10.0%
$436.6M2.4%$487.48
59
2025-Q3
Increased
821,041
+4.1%
$425.3M2.4%$513.64
56
2025-Q2
Decreased
788,582
-0.1%
$392.2M3.1%$494.20
0
2025-Q1
Increased
788,991
+0.6%
$296.2M2.6%$376.78
53
2024-Q4
Increased
784,164
+1.9%
$330.5M2.9%$421.72
54
2024-Q3
Increased
769,594
+9.5%
$331.2M3.1%$424.04
62

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

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