SEC 13F Intelligence

Invested Advisors / MSFT

Invested Advisors’s Microsoft Corp Position

Does Invested Advisors own Microsoft Corp (MSFT)? Yes5.4K shares worth $2M (+2.02% of its 13F portfolio) as of Q1 2026, down from 5.5K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
5.4K
% of Portfolio
+2.02%
Quarters Held
3
currently held

Position History MSFT

Reported value by quarter
Q3 ’25: $2MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.4K$2M+2.02%
Q4 20255.5K$3M+2.77%
Q3 20255.3K$2M+3.27%

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