Finivi Inc’s Microsoft MSFT Stock Holding History

Finivi Inc’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	$5.1M	Buy	13,677 +56	+0.4%	+$22.7K	2.62%	11
2026 Q1	$5.04M	Buy	13,621 +629	+5%	+$263K	2.75%	10
2025 Q4	$6.28M	Sell	12,992 -200	-2%	-$100K	3.63%	6
2025 Q3	$6.83M	Buy	13,192 +14	+0.1%	+$7.14K	4.35%	3
2025 Q2	$6.55M	Buy	13,178 +280	+2%	+$122K	4.44%	3
2025 Q1	$4.84M	Buy	12,898 +484	+4%	+$197K	3.9%	4
2024 Q4	$5.23M	Sell	12,414 -367	-3%	-$156K	4.18%	5
2024 Q3	$5.5M	Sell	12,781 -2	-0%	-$855	4.46%	2
2024 Q2	$5.71M	Buy	12,783 +68	+0.5%	+$28.7K	4.73%	2
2024 Q1	$5.35M	Buy	12,715 +97	+0.8%	+$39.3K	4.84%	2
2023 Q4	$4.74M	Buy	+12,618	New	+$4.49M	4.63%	2
2021 Q4	$3.46M	Buy	+10,297	New	+$3.34M	3.66%	7

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

Finivi Inc's MSFT Position: Q2 2026 in Review

Finivi Inc increased its Microsoft (MSFT) stake by 0.41% in Q2 2026, buying an estimated $22.7K and bringing the position to 13,677 shares worth $5.1M. The position accounts for 2.62% of the portfolio, ranked #11.

Finivi Inc first reported a position in MSFT in Q4 2021 and has held it in 12 quarters since. The position peaked at $6.83M in Q3 2025. 6,115 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Finivi Inc held 13,677 shares of Microsoft worth $5.1M as of Q2 2026.
Finivi Inc bought 56 Microsoft shares in Q2 2026, an estimated $22.7K.
Microsoft made up 2.62% of Finivi Inc's portfolio in Q2 2026, its #11 holding.
Finivi Inc first reported a position in Microsoft in Q4 2021 and has held it in 12 quarters since.
Finivi Inc's Microsoft position peaked at $6.83M in Q3 2025.
6,115 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.