How many shares of MSFT does Kestra Advisory Services, LLC own?

As of 2026-Q2, Kestra Advisory Services, LLC holds 1.1M shares of MSFT (MICROSOFT CORP).

What is Kestra Advisory Services, LLC's MSFT position worth?

As of 2026-Q2, Kestra Advisory Services, LLC's MSFT position is worth $428.7M.

Is Kestra Advisory Services, LLC buying or selling MSFT?

In 2026-Q2, Kestra Advisory Services, LLC increased their MSFT position (+8.2% change in shares).

When did Kestra Advisory Services, LLC first buy MSFT?

Based on available 13F filings, Kestra Advisory Services, LLC first reported a position in MSFT in 2020-Q3. They have held the position across 24 quarters.

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Kestra Advisory Services, LLC

MSFT
24 quarters

Position history for Kestra Advisory Services, LLC's holdings in MICROSOFT CORP

Current Value

$428.7M

Current Shares

1.1M

Total Value Change

+$330.6M

Total Shares Change

+682,875

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.1M	+8.2%	$428.7M	1.4%	$372.32	53
2026-Q1	Increased	1.1M	+9.6%	$393M	1.5%	$368.68	54
2025-Q4	Increased	969,065	+8.1%	$468.7M	1.9%	$480.57	53
2025-Q3	Increased	896,117	+11.3%	$464.1M	2.1%	$513.72	60
2025-Q2	Increased	805,453	+1.8%	$400.6M	2.0%	$492.54	50
2025-Q1	Decreased	791,390	-3.8%	$297.1M	1.4%	$371.03	0
2024-Q4	Decreased	823,027	-4.6%	$346.9M	1.9%	$415.78	0
2024-Q3	Decreased	863,082	-6.7%	$371.4M	2.0%	$423.61	0
2024-Q2	Increased	924,747	+19.9%	$392.7M	2.2%	$439.21	63
2024-Q1	Increased	771,182	+10.6%	$324.5M	2.2%	$412.69	59
2023-Q4	Increased	697,246	+6.3%	$262.2M	2.1%	$368.18	56
2023-Q3	Increased	655,910	+5.3%	$207.1M	2.0%	$308.52	55
2023-Q2	Increased	622,859	+2.5%	$212.1M	2.1%	$332.04	54
2023-Q1	Decreased	607,636	-19.7%	$175.2M	1.9%	$280.49	0
2022-Q4	Increased	756,598	+2.8%	$181.4M	1.6%	$232.74	49
2022-Q3	Increased	736,301	+8.5%	$171.5M	1.8%	$225.39	52
2022-Q2	Increased	678,752	+13.0%	$174.3M	1.8%	$248.02	54
2022-Q1	Decreased	600,580	-0.1%	$185.2M	1.9%	$297.05	0
2021-Q4	Decreased	601,202	-14.2%	$202.2M	2.0%	$323.37	0
2021-Q3	Increased	700,657	+15.7%	$197.5M	2.0%	$270.57	55
2021-Q2	Increased	605,610	+2.1%	$164.1M	1.9%	$259.49	49
2021-Q1	Decreased	592,872	-20.9%	$139.8M	1.8%	$225.32	0
2020-Q4	Increased	749,954	+60.8%	$166.3M	1.9%	$212.08	69
2020-Q3	New	466,264	-	$98.1M	1.8%	$200.02	68

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

MSFT24 quarters

MSFT
24 quarters