SEC 13F Intelligence

Aviso Wealth Management / MSFT

Aviso Wealth Management’s Microsoft Corp Position

Does Aviso Wealth Management own Microsoft Corp (MSFT)? Yes — 19.2K shares worth $7M (+3.21% of its 13F portfolio) as of Q1 2026, up from 18.2K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
19.2K
% of Portfolio
+3.21%
Quarters Held
10
currently held

Position History MSFT

Reported value by quarter
Q4 ’23: $6MQ4 ’23Q1 ’24: $7MQ2 ’24: $7MQ2 ’24Q3 ’24: $7MQ4 ’24: $7MQ4 ’24Q1 ’25: $7MQ2 ’25: $9MQ2 ’25Q3 ’25: $10MQ4 ’25: $9MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202619.2K$7M+3.21%
Q4 202518.2K$9M+3.70%
Q3 202518.4K$10M+4.16%
Q2 202518.2K$9M+4.23%
Q1 202517.4K$7M+3.47%
Q4 202416.5K$7M+3.54%
Q3 202415.5K$7M+3.62%
Q2 202415.5K$7M+4.12%
Q1 202415.6K$7M+4.14%
Q4 202315.6K$6M+4.26%

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