Naviter Wealth, LLC’s Microsoft Corp Position
Does Naviter Wealth, LLC own Microsoft Corp (MSFT)? Yes — 46.9K shares worth $17M (+2.17% of its 13F portfolio) as of Q1 2026, up from 45.7K shares the prior filed quarter.
Position Value
$17M
Q1 2026
Shares
46.9K
% of Portfolio
+2.17%
Quarters Held
18
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 46.9K | $17M | +2.17% |
| Q4 2025 | 45.7K | $22M | +2.88% |
| Q3 2025 | 51.1K | $26M | +3.08% |
| Q2 2025 | 48.2K | $24M | +2.95% |
| Q1 2025 | 55.2K | $21M | +2.53% |
| Q4 2024 | 57.3K | $24M | +2.91% |
| Q3 2024 | 45.3K | $20M | +2.72% |
| Q2 2024 | 44.6K | $20M | +2.97% |
| Q1 2024 | 41.2K | $17M | +2.84% |
| Q4 2023 | 32.8K | $12M | +2.48% |
| Q3 2023 | 26.6K | $8M | +2.03% |
| Q2 2023 | 26.7K | $9M | +2.32% |
| Q1 2023 | 24.0K | $7M | +2.42% |
| Q4 2022 | 17.8K | $4M | +1.18% |
| Q3 2022 | 24.4K | $6M | +2.32% |
| Q2 2022 | 22.4K | $6M | +2.36% |
| Q1 2022 | 12.9K | $4M | +1.33% |
| Q4 2021 | 12.5K | $4M | +1.26% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Naviter Wealth, LLC’s full portfolio or all institutional holders of MSFT.