SEC 13F Intelligence

Claro Advisors Inc. / MSFT

Claro Advisors Inc.’s Microsoft Corp Position

Does Claro Advisors Inc. own Microsoft Corp (MSFT)? Yes — 52.8K shares worth $20M (+2.36% of its 13F portfolio) as of Q1 2026, up from 42.0K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
52.8K
% of Portfolio
+2.36%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $4MQ4 ’19Q1 ’20: $5MQ2 ’20: $6MQ3 ’20: $6MQ4 ’20: $6MQ4 ’20Q1 ’21: $7MQ2 ’21: $8MQ3 ’21: $9MQ4 ’21: $11MQ4 ’21Q1 ’22: $11MQ2 ’22: $8MQ3 ’22: $8MQ4 ’22: $10MQ4 ’22Q1 ’23: $13MQ2 ’23: $15MQ3 ’23: $15MQ4 ’23: $18MQ4 ’23Q1 ’24: $21MQ2 ’24: $24MQ3 ’24: $25MQ4 ’24: $23MQ4 ’24Q1 ’25: $20MQ2 ’25: $21MQ3 ’25: $21MQ4 ’25: $20MQ4 ’25Q1 ’26: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202652.8K$20M+2.36%
Q4 202542.0K$20M+2.77%
Q3 202540.8K$21M+3.08%
Q2 202541.8K$21M+3.43%
Q1 202554.0K$20M+2.72%
Q4 202454.0K$23M+3.08%
Q3 202457.4K$25M+3.19%
Q2 202452.7K$24M+3.68%
Q1 202449.5K$21M+3.61%
Q4 202348.0K$18M+3.91%
Q3 202346.9K$15M+3.70%
Q2 202345.5K$15M+3.85%
Q1 202345.5K$13M+3.86%
Q4 202241.1K$10M+3.22%
Q3 202232.4K$8M+3.31%
Q2 202232.4K$8M+3.31%
Q1 202233.6K$11M+4.06%
Q4 202133.6K$11M+4.06%
Q3 202133.2K$9M+3.94%
Q2 202129.4K$8M+3.58%
Q1 202128.5K$7M+3.40%
Q4 202026.5K$6M+3.13%
Q3 202026.3K$6M+3.51%
Q2 202031.0K$6M+4.34%
Q1 202029.6K$5M+4.35%
Q4 201925.5K$4M+3.10%
Q3 201924.0K$3M+2.96%
Q2 201924.2K$3M+3.00%
Q1 201922.9K$3M+2.67%
Q4 201821.7K$2M+1.99%

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