Question 1

Does Kestra Advisory Services own MSFT stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Kestra Advisory Services holds 1,149,139 shares of MSFT (Microsoft), worth $428.7M.

Question 2

How many shares of MSFT does Kestra Advisory Services own?

Accepted Answer

As of its Q2 2026 13F, Kestra Advisory Services holds 1,149,139 shares of MSFT (Microsoft).

Question 3

What is Kestra Advisory Services' MSFT position worth?

Accepted Answer

As of its Q2 2026 13F, Kestra Advisory Services' MSFT position is worth $428.7M.

Question 4

Is Kestra Advisory Services buying or selling MSFT?

Accepted Answer

In Q2 2026, Kestra Advisory Services increased its MSFT position by 87,335 shares (+8.2%).

Question 5

When did Kestra Advisory Services first buy MSFT?

Accepted Answer

Kestra Advisory Services already held MSFT in its Q3 2020 13F, the earliest on record, and has listed it in 24 quarterly 13F filings.

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	First report	466,264	-	$98.1M	1.8%	$200.02	0

MSFT24 quarters

MSFT
24 quarters