Motive Wealth Advisors’s Microsoft Corp Position
Does Motive Wealth Advisors own Microsoft Corp (MSFT)? Yes — 8.0K shares worth $3M (+1.39% of its 13F portfolio) as of Q1 2026, down from 8.1K shares the prior filed quarter.
Position Value
$3M
Q1 2026
Shares
8.0K
% of Portfolio
+1.39%
Quarters Held
20
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 8.0K | $3M | +1.39% |
| Q4 2025 | 8.1K | $4M | +1.67% |
| Q3 2025 | 8.2K | $4M | +1.82% |
| Q2 2025 | 8.2K | $4M | +1.85% |
| Q1 2025 | 7.1K | $3M | +1.43% |
| Q4 2024 | 7.4K | $3M | +1.68% |
| Q3 2024 | 6.7K | $3M | +1.79% |
| Q2 2024 | 6.7K | $3M | +1.79% |
| Q1 2024 | 6.7K | $3M | +1.70% |
| Q4 2023 | 4.0K | $1M | +1.71% |
| Q3 2023 | 5.0K | $2M | +1.75% |
| Q2 2023 | 5.4K | $2M | +1.89% |
| Q1 2023 | 5.2K | $2M | +1.65% |
| Q4 2022 | 5.9K | $1M | +1.08% |
| Q3 2022 | 5.8K | $1M | +1.09% |
| Q2 2022 | 2.9K | $756,000 | +0.60% |
| Q1 2022 | 2.7K | $819,000 | +0.56% |
| Q4 2021 | 1.8K | $610,000 | +0.37% |
| Q3 2021 | 1.6K | $462,000 | +0.31% |
| Q2 2021 | 1.1K | $285,000 | +0.20% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Motive Wealth Advisors’s full portfolio or all institutional holders of MSFT.