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Envision Financial Transparency’s Microsoft MSFT Stock Holding History

Envision Financial Transparency’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 		$319K Buy
+863
New +$361K 0.31% 43

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Envision Financial Transparency opened a new position in Microsoft (MSFT) in Q1 2026: 863 shares worth $319K. The stake represents 0.31% of the portfolio and ranks #43 among its holdings.

6,209 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Envision Financial Transparency held 863 shares of Microsoft worth $319K as of Q1 2026.
  • Microsoft was a new Envision Financial Transparency position in Q1 2026.
  • Microsoft made up 0.31% of Envision Financial Transparency's portfolio in Q1 2026, its #43 holding.
  • 6,209 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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