Gradient Capital Advisors, LLC / MSFT
Gradient Capital Advisors, LLC’s Microsoft Corp Position
Does Gradient Capital Advisors, LLC own Microsoft Corp (MSFT)? Yes — 13.7K shares worth $5M (+1.18% of its 13F portfolio) as of Q2 2026, down from 14.0K shares the prior filed quarter.
Position Value
$5M
Q2 2026
Shares
13.7K
% of Portfolio
+1.18%
Quarters Held
31
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 13.7K | $5M | +1.18% |
| Q1 2026 | 14.0K | $5M | +1.34% |
| Q4 2025 | 14.5K | $7M | +1.80% |
| Q3 2025 | 14.7K | $8M | +2.04% |
| Q2 2025 | 14.4K | $7M | +2.12% |
| Q1 2025 | 14.2K | $5M | +1.74% |
| Q4 2024 | 14.6K | $6M | +1.99% |
| Q3 2024 | 14.7K | $6M | +2.10% |
| Q2 2024 | 15.1K | $7M | +2.42% |
| Q1 2024 | 15.3K | $6M | +2.36% |
| Q4 2023 | 14.9K | $6M | +2.13% |
| Q3 2023 | 14.7K | $5M | +1.94% |
| Q2 2023 | 14.6K | $5M | +1.99% |
| Q1 2023 | 13.3K | $4M | +1.63% |
| Q4 2022 | 12.1K | $3M | +1.32% |
| Q3 2022 | 12.2K | $3M | +1.35% |
| Q2 2022 | 11.9K | $3M | +1.47% |
| Q1 2022 | 11.8K | $4M | +1.54% |
| Q4 2021 | 11.2K | $4M | +1.56% |
| Q3 2021 | 11.0K | $3M | +1.43% |
| Q2 2021 | 11.7K | $3M | +1.48% |
| Q1 2021 | 11.6K | $3M | +1.44% |
| Q4 2020 | 11.3K | $3M | +1.44% |
| Q3 2020 | 12.4K | $3M | +1.63% |
| Q2 2020 | 12.1K | $2M | +1.67% |
| Q1 2020 | 11.7K | $2M | +1.49% |
| Q4 2019 | 8.5K | $1M | +0.93% |
| Q3 2019 | 7.7K | $1M | +0.80% |
| Q2 2019 | 7.3K | $984,000 | +0.76% |
| Q1 2019 | 6.9K | $818,000 | +0.65% |
| Q4 2018 | 5.5K | $554,000 | +0.48% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gradient Capital Advisors, LLC’s full portfolio or all institutional holders of MSFT.