Question 1

How many shares of MSFT does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 774,509 shares of MSFT (MICROSOFT CORP).

Question 2

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's MSFT position worth?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC's MSFT position is worth $286.7M.

Question 3

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling MSFT?

Accepted Answer

In 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC increased their MSFT position (+2.5% change in shares).

Question 4

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy MSFT?

Accepted Answer

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in MSFT in 2026-Q1. They have held the position across 29 quarters.