SEC 13F Intelligence

Avestar Capital, LLC / MSFT

Avestar Capital, LLC’s Microsoft Corp Position

Does Avestar Capital, LLC own Microsoft Corp (MSFT)? Yes82.4K shares worth $31M (+1.96% of its 13F portfolio) as of Q1 2026, down from 83.8K shares the prior filed quarter.

Position Value
$31M
Q1 2026
Shares
82.4K
% of Portfolio
+1.96%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $624,000Q4 ’18Q1 ’19: $859,000Q2 ’19: $920,000Q3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $4MQ2 ’20: $5MQ3 ’20: $5MQ4 ’20: $6MQ4 ’20Q1 ’21: $9MQ2 ’21: $10MQ3 ’21: $11MQ4 ’21: $13MQ4 ’21Q1 ’22: $13MQ2 ’22: $9MQ3 ’22: $8MQ4 ’22: $9MQ4 ’22Q1 ’23: $11MQ2 ’23: $13MQ3 ’23: $13MQ4 ’23: $18MQ4 ’23Q1 ’24: $24MQ2 ’24: $29MQ3 ’24: $29MQ4 ’24: $31MQ4 ’24Q1 ’25: $28MQ2 ’25: $41MQ3 ’25: $42MQ4 ’25: $41MQ4 ’25Q1 ’26: $31Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202682.4K$31M+1.96%
Q4 202583.8K$41M+2.63%
Q3 202581.7K$42M+2.77%
Q2 202583.3K$41M+2.83%
Q1 202575.3K$28M+2.45%
Q4 202473.3K$31M+2.62%
Q3 202467.8K$29M+3.00%
Q2 202464.9K$29M+2.98%
Q1 202457.6K$24M+2.54%
Q4 202348.5K$18M+2.07%
Q3 202340.7K$13M+1.83%
Q2 202338.4K$13M+2.10%
Q1 202336.6K$11M+1.88%
Q4 202237.3K$9M+1.62%
Q3 202234.8K$8M+2.06%
Q2 202235.7K$9M+2.26%
Q1 202241.0K$13M+2.02%
Q4 202138.9K$13M+1.60%
Q3 202137.5K$11M+1.35%
Q2 202137.6K$10M+1.37%
Q1 202134.0K$9M+1.93%
Q4 202028.1K$6M+1.73%
Q3 202025.7K$5M+1.78%
Q2 202026.8K$5M+2.41%
Q1 202024.3K$4M+2.09%
Q4 201914.1K$2M+1.25%
Q3 201913.2K$2M+1.14%
Q2 20197.1K$920,000+0.58%
Q1 20197.5K$859,000+0.56%
Q4 20186.5K$624,000+0.43%

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