SEC 13F Intelligence

Avantax Planning Partners, Inc. / MSFT

Avantax Planning Partners, Inc.’s Microsoft Corp Position

Does Avantax Planning Partners, Inc. own Microsoft Corp (MSFT)? Yes — 51.7K shares worth $19M (+0.53% of its 13F portfolio) as of Q1 2026, up from 41.6K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
51.7K
% of Portfolio
+0.53%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $5MQ2 ’19: $7MQ3 ’19: $7MQ4 ’19: $7MQ4 ’19Q1 ’20: $8MQ2 ’20: $10MQ3 ’20: $10MQ4 ’20: $9MQ4 ’20Q1 ’21: $10MQ2 ’21: $12MQ3 ’21: $13MQ4 ’21: $16MQ4 ’21Q1 ’22: $15MQ2 ’22: $13MQ3 ’22: $12MQ4 ’22: $12MQ4 ’22Q1 ’23: $14MQ2 ’23: $17MQ3 ’23: $15MQ4 ’23: $19MQ4 ’23Q1 ’24: $24MQ2 ’24: $23MQ3 ’24: $19MQ4 ’24: $19MQ4 ’24Q1 ’25: $15MQ2 ’25: $21MQ3 ’25: $24MQ4 ’25: $20MQ4 ’25Q1 ’26: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202651.7K$19M+0.53%
Q4 202541.6K$20M+0.56%
Q3 202546.0K$24M+0.68%
Q2 202542.3K$21M+0.67%
Q1 202540.9K$15M+0.54%
Q4 202444.7K$19M+0.68%
Q3 202444.1K$19M+0.68%
Q2 202452.3K$23M+0.75%
Q1 202458.0K$24M+0.79%
Q4 202350.4K$19M+0.72%
Q3 202346.8K$15M+0.62%
Q2 202351.1K$17M+0.69%
Q1 202348.7K$14M+0.57%
Q4 202250.2K$12M+0.48%
Q3 202249.8K$12M+0.52%
Q2 202249.0K$13M+0.54%
Q1 202247.7K$15M+0.58%
Q4 202148.2K$16M+0.67%
Q3 202146.9K$13M+0.61%
Q2 202144.1K$12M+0.56%
Q1 202142.5K$10M+0.52%
Q4 202039.1K$9M+0.45%
Q3 202047.3K$10M+0.53%
Q2 202049.8K$10M+0.57%
Q1 202047.7K$8M+0.52%
Q4 201946.5K$7M+0.43%
Q3 201947.6K$7M+0.41%
Q2 201947.7K$7M+0.42%
Q1 201946.6K$5M+0.38%
Q4 201852.8K$5M+0.40%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Avantax Planning Partners, Inc.’s full portfolio or all institutional holders of MSFT.