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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
Q2 		$228K Sell
509
-354
-41% -$143K 0.19% 54
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 $3.38T AUM 44.17% 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

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

Envision Financial Transparency reduced its Microsoft (MSFT) stake by 41% in Q2 2026, selling an estimated $143K and leaving 509 shares worth $228K. The position accounts for 0.19% of the portfolio, ranked #54.

Envision Financial Transparency first reported a position in MSFT in Q1 2026 and has held it in 2 quarters since. The position peaked at $319K in Q1 2026. 6,250 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Envision Financial Transparency held 509 shares of Microsoft worth $228K as of Q2 2026.
  • Envision Financial Transparency sold 354 Microsoft shares in Q2 2026, an estimated $143K.
  • Microsoft made up 0.19% of Envision Financial Transparency's portfolio in Q2 2026, its #54 holding.
  • Envision Financial Transparency first reported a position in Microsoft in Q1 2026 and has held it in 2 quarters since.
  • Envision Financial Transparency's Microsoft position peaked at $319K in Q1 2026.
  • 6,250 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Envision Financial Transparency's 13F filing for Q2 2026, filed 21 Aug 2026.