SEC 13F Intelligence

United Capital Financial Advisors, LLC / MSFT

United Capital Financial Advisors, LLC’s Microsoft Corp Position

Does United Capital Financial Advisors, LLC own Microsoft Corp (MSFT)? Yes — 774.5K shares worth $287M (+1.76% of its 13F portfolio) as of Q1 2026, up from 755.6K shares the prior filed quarter.

Position Value
$287M
Q1 2026
Shares
774.5K
% of Portfolio
+1.76%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $115MQ4 ’18Q1 ’19: $135MQ2 ’19: $169MQ3 ’19: $158MQ4 ’19: $206MQ4 ’19Q1 ’20: $177MQ2 ’20: $245MQ3 ’20: $251MQ4 ’20: $265MQ4 ’20Q1 ’21: $281MQ2 ’21: $325MQ3 ’21: $335MQ4 ’21: $389MQ4 ’21Q1 ’22: $355MQ2 ’22: $310MQ3 ’22: $274MQ4 ’22: $250MQ4 ’22Q1 ’23: $284MQ2 ’23: $273MQ3 ’23: $245MQ4 ’23: $266MQ4 ’23Q1 ’24: $282MQ2 ’24: $272MQ3 ’24: $256MQ4 ’24: $262MQ4 ’24Q1 ’25: $244MQ2 ’25: $328MQ3 ’25: $360MQ4 ’25: $365MQ4 ’25Q1 ’26: $287Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026774.5K$287M+1.76%
Q4 2025755.6K$365M+2.20%
Q3 2025695.8K$360M+2.59%
Q2 2025659.5K$328M+2.65%
Q1 2025650.3K$244M+2.09%
Q4 2024622.1K$262M+2.21%
Q3 2024594.9K$256M+2.11%
Q2 2024609.0K$272M+2.34%
Q1 2024669.7K$282M+2.32%
Q4 2023707.3K$266M+2.21%
Q3 2023777.1K$245M+1.61%
Q2 2023946.6K$273M+1.52%
Q1 2023984.4K$284M+1.56%
Q4 20221.04M$250M+1.40%
Q3 20221.17M$274M+1.62%
Q2 20221.21M$310M+1.70%
Q1 20221.15M$355M+1.72%
Q4 20211.16M$389M+1.79%
Q3 20211.19M$335M+1.68%
Q2 20211.20M$325M+1.64%
Q1 20211.19M$281M+1.55%
Q4 20201.19M$265M+1.60%
Q3 20201.19M$251M+1.64%
Q2 20201.20M$245M+1.78%
Q1 20201.20M$177M+1.47%
Q4 20191.31M$206M+1.33%
Q3 20191.14M$158M+1.12%
Q2 20191.26M$169M+1.11%
Q1 20191.14M$135M+0.95%
Q4 20181.13M$115M+0.91%

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