Moneta Group Investment Advisors LLC / MSFT
Moneta Group Investment Advisors LLC’s Microsoft Corp Position
Does Moneta Group Investment Advisors LLC own Microsoft Corp (MSFT)? Yes — 192.1K shares worth $71M (+0.54% of its 13F portfolio) as of Q1 2026, up from 190.5K shares the prior filed quarter.
Position Value
$71M
Q1 2026
Shares
192.1K
% of Portfolio
+0.54%
Quarters Held
29
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 192.1K | $71M | +0.54% |
| Q4 2025 | 190.5K | $92M | +0.70% |
| Q3 2025 | 188.9K | $98M | +0.78% |
| Q2 2025 | 181.8K | $90M | +1.08% |
| Q1 2025 | 166.8K | $63M | +0.86% |
| Q4 2024 | 162.6K | $69M | +0.96% |
| Q3 2024 | 161.1K | $69M | +1.01% |
| Q2 2024 | 158.5K | $67M | +1.09% |
| Q4 2023 | 139.4K | $52M | +1.04% |
| Q3 2023 | 150.9K | $48M | +1.08% |
| Q2 2023 | 151.9K | $52M | +1.15% |
| Q1 2023 | 144.9K | $42M | +1.00% |
| Q4 2022 | 129.0K | $32M | +0.88% |
| Q3 2022 | 133.8K | $31M | +1.19% |
| Q2 2022 | 146.6K | $38M | +1.29% |
| Q1 2022 | 98.0K | $30M | +1.19% |
| Q4 2021 | 95.6K | $32M | +1.31% |
| Q3 2021 | 95.0K | $27M | +1.23% |
| Q2 2021 | 100.7K | $27M | +1.26% |
| Q1 2021 | 84.0K | $20M | +1.05% |
| Q4 2020 | 69.3K | $15M | +1.11% |
| Q3 2020 | 60.8K | $13M | +1.11% |
| Q2 2020 | 58.6K | $12M | +1.13% |
| Q1 2020 | 57.4K | $9M | +0.94% |
| Q4 2019 | 49.1K | $8M | +0.65% |
| Q3 2019 | 50.3K | $7M | +0.65% |
| Q2 2019 | 45.6K | $6M | +0.60% |
| Q1 2019 | 27.9K | $3M | +0.34% |
| Q4 2018 | 28.7K | $3M | +0.35% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Moneta Group Investment Advisors LLC’s full portfolio or all institutional holders of MSFT.