Ulland Investment Advisors, LLC / MSFT
Ulland Investment Advisors, LLC’s Microsoft Corp Position
Does Ulland Investment Advisors, LLC own Microsoft Corp (MSFT)? Yes — 5.0K shares worth $2M (+1.60% of its 13F portfolio) as of Q1 2026, up from 5.0K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
5.0K
% of Portfolio
+1.60%
Quarters Held
18
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 5.0K | $2M | +1.60% |
| Q4 2025 | 5.0K | $2M | +1.92% |
| Q3 2025 | 5.2K | $3M | +2.02% |
| Q2 2025 | 5.1K | $3M | +1.93% |
| Q1 2025 | 5.8K | $2M | +1.83% |
| Q4 2024 | 6.7K | $3M | +1.81% |
| Q3 2024 | 6.3K | $3M | +1.97% |
| Q2 2024 | 6.5K | $3M | +2.02% |
| Q1 2024 | 6.1K | $3M | +2.05% |
| Q4 2023 | 4.2K | $2M | +1.61% |
| Q3 2023 | 2.3K | $730,000 | +0.80% |
| Q2 2023 | 1.8K | $614,000 | +0.63% |
| Q1 2023 | 1.8K | $520,000 | +0.61% |
| Q4 2022 | 1.9K | $460,000 | +0.55% |
| Q3 2022 | 1.9K | $447,000 | +0.49% |
| Q2 2022 | 2.0K | $513,000 | +0.53% |
| Q1 2022 | 2.0K | $616,000 | +0.46% |
| Q4 2021 | 2.4K | $800,000 | +0.51% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ulland Investment Advisors, LLC’s full portfolio or all institutional holders of MSFT.