Clearstead Advisors, LLC / MSFT
Clearstead Advisors, LLC’s Microsoft Corp Position
Does Clearstead Advisors, LLC own Microsoft Corp (MSFT)? Yes — 909.6K shares worth $337M (+3.08% of its 13F portfolio) as of Q1 2026, up from 329.7K shares the prior filed quarter.
Position Value
$337M
Q1 2026
Shares
909.6K
% of Portfolio
+3.08%
Quarters Held
30
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 909.6K | $337M | +3.08% |
| Q4 2025 | 329.7K | $159M | +2.01% |
| Q3 2025 | 313.1K | $162M | +2.13% |
| Q2 2025 | 316.4K | $157M | +2.21% |
| Q1 2025 | 309.1K | $116M | +1.80% |
| Q4 2024 | 301.2K | $127M | +1.93% |
| Q3 2024 | 306.8K | $132M | +2.05% |
| Q2 2024 | 302.3K | $135M | +2.31% |
| Q1 2024 | 153.4K | $63M | +3.14% |
| Q4 2023 | 153.7K | $58M | +3.07% |
| Q3 2023 | 328.8K | $104M | +3.01% |
| Q2 2023 | 150.7K | $51M | +3.11% |
| Q1 2023 | 150.4K | $43M | +3.16% |
| Q4 2022 | 146.9K | $35M | +2.76% |
| Q3 2022 | 141.8K | $33M | +3.04% |
| Q2 2022 | 157.7K | $40M | +3.16% |
| Q1 2022 | 154.5K | $48M | +3.23% |
| Q4 2021 | 145.4K | $49M | +3.32% |
| Q3 2021 | 142.7K | $40M | +3.00% |
| Q2 2021 | 151.0K | $41M | +3.15% |
| Q1 2021 | 149.2K | $35M | +2.93% |
| Q4 2020 | 146.3K | $33M | +2.96% |
| Q3 2020 | 135.4K | $28M | +3.05% |
| Q2 2020 | 136.1K | $28M | +3.20% |
| Q1 2020 | 127.3K | $20M | +2.92% |
| Q4 2019 | 129.5K | $20M | +2.48% |
| Q3 2019 | 138.3K | $19M | +2.57% |
| Q2 2019 | 141.5K | $19M | +2.52% |
| Q1 2019 | 136.7K | $16M | +2.22% |
| Q4 2018 | 139.2K | $14M | +2.20% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Clearstead Advisors, LLC’s full portfolio or all institutional holders of MSFT.