AF
MSFT icon

Aviso Financial’s Microsoft MSFT Stock Holding History

Aviso Financial’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$80.3M Sell
215,313
-9,444
-4% -$3.82M 2.79% 11
2026
Q1 		$83.2M Buy
224,757
+17,814
+9% +$7.45M 2.95% 10
2025
Q4 		$100M Buy
206,943
+4,593
+2% +$2.3M 3.8% 5
2025
Q3 		$105M Buy
202,350
+3,793
+2% +$1.93M 4.26% 3
2025
Q2 		$98.8M Buy
198,557
+6,374
+3% +$2.77M 4.45% 3
2025
Q1 		$72.1M Buy
192,183
+11,805
+7% +$4.81M 3.56% 7
2024
Q4 		$76M Buy
180,378
+36,881
+26% +$15.7M 3.84% 7
2024
Q3 		$61.7M Buy
143,497
+74,785
+109% +$32M 3.06% 11
2024
Q2 		$30.7M Buy
+68,712
New +$29M 1.71% 21

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aviso Financial's MSFT Position: Q2 2026 in Review

Aviso Financial reduced its Microsoft (MSFT) stake by 4.2% in Q2 2026, selling an estimated $3.82M and leaving 215,313 shares worth $80.3M. The position accounts for 2.79% of the portfolio, ranked #11.

Aviso Financial first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $105M in Q3 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Aviso Financial held 215,313 shares of Microsoft worth $80.3M as of Q2 2026.
  • Aviso Financial sold 9,444 Microsoft shares in Q2 2026, an estimated $3.82M.
  • Microsoft made up 2.79% of Aviso Financial's portfolio in Q2 2026, its #11 holding.
  • Aviso Financial first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
  • Aviso Financial's Microsoft position peaked at $105M in Q3 2025.
  • 6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.