SEC 13F Intelligence

Univest Financial Corp / MSFT

Univest Financial Corp’s Microsoft Corp Position

Does Univest Financial Corp own Microsoft Corp (MSFT)? Yes — 176.0K shares worth $65M (+3.66% of its 13F portfolio) as of Q1 2026, up from 155.4K shares the prior filed quarter.

Position Value
$65M
Q1 2026
Shares
176.0K
% of Portfolio
+3.66%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $351,000Q4 ’18Q1 ’19: $308,000Q2 ’19: $365,000Q3 ’19: $379,000Q4 ’19: $911,000Q4 ’19Q1 ’20: $865,000Q2 ’20: $8MQ3 ’20: $8MQ4 ’20: $9MQ4 ’20Q1 ’21: $12MQ2 ’21: $14MQ3 ’21: $14MQ4 ’21: $16MQ4 ’21Q1 ’22: $13MQ2 ’22: $11MQ3 ’22: $10MQ4 ’22: $10MQ4 ’22Q1 ’23: $12MQ2 ’23: $13MQ3 ’23: $11MQ4 ’23: $13MQ4 ’23Q1 ’24: $14MQ2 ’24: $15MQ3 ’24: $66MQ4 ’24: $67MQ4 ’24Q1 ’25: $63MQ2 ’25: $83MQ3 ’25: $81MQ4 ’25: $75MQ4 ’25Q1 ’26: $65Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026176.0K$65M+3.66%
Q4 2025155.4K$75M+3.98%
Q3 2025155.6K$81M+4.51%
Q2 2025167.2K$83M+4.99%
Q1 2025166.5K$63M+4.08%
Q4 2024160.1K$67M+4.26%
Q3 2024152.7K$66M+4.33%
Q2 202433.3K$15M+4.13%
Q1 202434.2K$14M+4.05%
Q4 202333.7K$13M+3.74%
Q3 202333.3K$11M+3.51%
Q2 202337.4K$13M+3.85%
Q1 202342.9K$12M+3.86%
Q4 202241.4K$10M+3.13%
Q3 202242.3K$10M+3.22%
Q2 202242.8K$11M+3.58%
Q1 202242.8K$13M+3.72%
Q4 202147.8K$16M+4.10%
Q3 202149.6K$14M+3.90%
Q2 202150.7K$14M+3.77%
Q1 202150.5K$12M+3.36%
Q4 202039.3K$9M+2.54%
Q3 202039.8K$8M+2.65%
Q2 202040.7K$8M+2.74%
Q1 20205.5K$865,000+0.34%
Q4 201914.7K$911,000+0.39%
Q3 20192.7K$379,000+0.12%
Q2 20192.7K$365,000+0.12%
Q1 20192.6K$308,000+0.10%
Q4 20183.5K$351,000+0.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Univest Financial Corp’s full portfolio or all institutional holders of MSFT.