Foundations Investment Advisors, LLC / MSFT
Foundations Investment Advisors, LLC’s Microsoft Corp Position
Does Foundations Investment Advisors, LLC own Microsoft Corp (MSFT)? Yes — 240.3K shares worth $89M (+1.10% of its 13F portfolio) as of Q1 2026, up from 205.4K shares the prior filed quarter.
Position Value
$89M
Q1 2026
Shares
240.3K
% of Portfolio
+1.10%
Quarters Held
30
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 240.3K | $89M | +1.10% |
| Q4 2025 | 205.4K | $99M | +1.30% |
| Q3 2025 | 181.6K | $94M | +1.37% |
| Q2 2025 | 171.9K | $86M | +1.35% |
| Q1 2025 | 161.3K | $61M | +1.12% |
| Q4 2024 | 170.9K | $72M | +1.39% |
| Q3 2024 | 143.1K | $62M | +1.29% |
| Q2 2024 | 106.5K | $48M | +1.16% |
| Q1 2024 | 104.0K | $44M | +1.15% |
| Q4 2023 | 100.9K | $41M | +1.09% |
| Q3 2023 | 70.5K | $22M | +0.69% |
| Q2 2023 | 74.3K | $25M | +0.84% |
| Q1 2023 | 57.3K | $17M | +0.59% |
| Q4 2022 | 48.9K | $12M | +0.47% |
| Q3 2022 | 47.1K | $11M | +0.48% |
| Q2 2022 | 46.8K | $12M | +0.52% |
| Q1 2022 | 38.2K | $11M | +0.41% |
| Q4 2021 | 36.1K | $11M | +0.43% |
| Q3 2021 | 33.1K | $10M | +0.42% |
| Q2 2021 | 28.4K | $8M | +0.38% |
| Q1 2021 | 21.4K | $5M | +0.31% |
| Q4 2020 | 16.7K | $4M | +0.24% |
| Q3 2020 | 15.1K | $3M | +0.68% |
| Q2 2020 | 18.4K | $4M | +0.34% |
| Q1 2020 | 16.1K | $2M | +0.28% |
| Q4 2019 | 9.0K | $1M | +0.18% |
| Q3 2019 | 9.6K | $1M | +0.17% |
| Q2 2019 | 7.8K | $1M | +0.16% |
| Q1 2019 | 6.1K | $717,000 | +0.12% |
| Q4 2018 | 3.5K | $374,000 | +0.08% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Foundations Investment Advisors, LLC’s full portfolio or all institutional holders of MSFT.