Position history for Kestra Advisory Services, LLC's holdings in MICROSOFT CORP
Kestra Advisory Services, LLC holds 969,065 shares of MSFT (MICROSOFT CORP), worth $468.7M as of 2025-Q4. The position was increased (++8.1% shares). MSFT represents 1.9% of Kestra Advisory Services, LLC's portfolio.
Current Value
$468.7M
Current Shares
969,065
Total Value Change
+$76M
Total Shares Change
+44,318
Other major holders of MSFT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 969,065 |
+8.1% |
| $468.7M |
| 1.9% |
| $487.48 |
53 |
| 2025-Q3 | Increased | 896,117 | +11.3% | $464.1M | 2.1% | $513.64 | 60 |
| 2025-Q2 | Increased | 805,453 | +1.8% | $400.6M | 2.0% | $494.20 | 50 |
| 2025-Q1 | Decreased | 791,390 | -3.8% | $297.1M | 1.4% | $376.78 | 0 |
| 2024-Q4 | Decreased | 823,027 | -4.6% | $346.9M | 1.9% | $421.72 | 0 |
| 2024-Q3 | Decreased | 863,082 | -6.7% | $371.4M | 2.0% | $424.04 | 0 |
| 2024-Q2 | Increased | 924,747 | +19.9% | $392.7M | 2.2% | $441.99 | 63 |