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 Q2	$304K	Buy	814 +96	+13%	+$38.8K	0.1%	45
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Envision Financial Planning's MSFT Position: Q2 2026 in Review

Envision Financial Planning increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $38.8K and bringing the position to 814 shares worth $304K. 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 9 quarters since. The position peaked at $377K in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Envision Financial Planning held 814 shares of Microsoft worth $304K as of Q2 2026.
Envision Financial Planning bought 96 Microsoft shares in Q2 2026, an estimated $38.8K.
Microsoft made up 0.1% of Envision Financial Planning's portfolio in Q2 2026, its #45 holding.
Envision Financial Planning first reported a position in Microsoft in Q1 2024 and has held it in 9 quarters since.
Envision Financial Planning's Microsoft position peaked at $377K in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.