Envision Financial Planning’s Microsoft MSFT Stock Holding History

Envision Financial Planning’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 Q1	$266K	Sell	718 -8	-1%	-$3.35K	0.1%	45
2025 Q4	$351K	Sell	726 -1	-0.1%	-$501	0.13%	42
2025 Q3	$377K	Sell	727 -13	-2%	-$6.63K	0.16%	40
2025 Q2	$368K	Buy	740 +39	+6%	+$16.9K	0.17%	41
2025 Q1	$263K	Buy	701 +62	+10%	+$25.3K	0.13%	36
2024 Q4	$269K	Buy	+639	New	+$272K	0.14%	37
2024 Q3	–	Sell	-453	Closed	-$203K	–	38
2024 Q2	$203K	Sell	453 -54	-11%	-$22.8K	0.15%	31
2024 Q1	$213K	Buy	+507	New	+$205K	0.17%	29

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Envision Financial Planning's MSFT Position: Q1 2026 in Review

Envision Financial Planning reduced its Microsoft (MSFT) stake by 1.1% in Q1 2026, selling an estimated $3.35K and leaving 718 shares worth $266K. The position accounts for 0.1% of the portfolio, ranked #45.

Envision Financial Planning first reported a position in MSFT in Q1 2024 and has held it in 8 quarters since. The position peaked at $377K in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Envision Financial Planning held 718 shares of Microsoft worth $266K as of Q1 2026.
Envision Financial Planning sold 8 Microsoft shares in Q1 2026, an estimated $3.35K.
Microsoft made up 0.1% of Envision Financial Planning's portfolio in Q1 2026, its #45 holding.
Envision Financial Planning first reported a position in Microsoft in Q1 2024 and has held it in 8 quarters since.
Envision Financial Planning's Microsoft position peaked at $377K in Q3 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Envision Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.