SEC 13F Intelligence

Unified Investment Management / MSFT

Unified Investment Management’s Microsoft Corp Position

Does Unified Investment Management own Microsoft Corp (MSFT)? Yes — 4.6K shares worth $2M (+1.76% of its 13F portfolio) as of Q1 2026, up from 4.5K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
4.6K
% of Portfolio
+1.76%
Quarters Held
6
currently held

Position History MSFT

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.6K$2M+1.76%
Q4 20254.5K$2M+2.18%
Q3 20254.5K$2M+2.33%
Q2 20254.5K$2M+2.42%
Q1 20254.5K$2M+2.01%
Q4 20245.3K$2M+2.53%

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