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Foster Victor Wealth Advisors’s Microsoft MSFT Stock Holding History

Foster Victor Wealth Advisors’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 		$29M Sell
75,235
-215
-0.3% -$87K 1.52% 8
2026
Q1 		$29.7M Buy
75,450
+3,004
+4% +$1.26M 1.7% 7
2025
Q4 		$33.3M Buy
72,446
+2,157
+3% +$1.08M 1.94% 7
2025
Q3 		$36.4M Buy
70,289
+983
+1% +$501K 2.26% 3
2025
Q2 		$34.9M Buy
69,306
+3,853
+6% +$1.67M 2.37% 3
2025
Q1 		$25.4M Buy
65,453
+7,936
+14% +$3.24M 2.04% 5
2024
Q4 		$24.7M Buy
57,517
+2,724
+5% +$1.16M 1.89% 6
2024
Q3 		$22.9M Buy
54,793
+9,795
+22% +$4.19M 1.83% 6
2024
Q2 		$20.2M Buy
44,998
+1,354
+3% +$572K 1.69% 9
2024
Q1 		$18.7M Buy
43,644
+1,186
+3% +$480K 1.7% 13
2023
Q4 		$15.9M Sell
42,458
-2,837
-6% -$1.01M 1.63% 14
2023
Q3 		$14.8M Sell
45,295
-1,216
-3% -$402K 1.73% 14
2023
Q2 		$15.7M Sell
46,511
-912
-2% -$286K 1.75% 15
2023
Q1 		$13.6M Buy
47,423
+1,676
+4% +$428K 1.65% 20
2022
Q4 		$10.3M Buy
45,747
+1,980
+5% +$475K 1.31% 29
2022
Q3 		$10.8M Buy
43,767
+2,164
+5% +$571K 1.57% 24
2022
Q2 		$11.1M Buy
41,603
+1,391
+3% +$378K 1.65% 19
2022
Q1 		$12M Sell
40,212
-982
-2% -$295K 1.65% 18
2021
Q4 		$13.1M Buy
41,194
+2,648
+7% +$859K 1.78% 15
2021
Q3 		$10.9M Buy
38,546
+2,575
+7% +$749K 1.74% 16
2021
Q2 		$9.74M Buy
35,971
+2,204
+7% +$560K 1.63% 17
2021
Q1 		$8.73M Buy
33,767
+6,083
+22% +$1.41M 1.62% 19
2020
Q4 		$6.16M Buy
27,684
+4,011
+17% +$862K 1.4% 24
2020
Q3 		$4.98M Buy
23,673
+3,317
+16% +$697K 1.35% 26
2020
Q2 		$4.14M Buy
20,356
+3,103
+18% +$563K 1.37% 29
2020
Q1 		$2.9M Buy
17,253
+14,603
+551% +$2.4M 1.27% 33
2019
Q4 		$424K Sell
2,650
-73
-3% -$10.7K 0.18% 74
2019
Q3 		$373K Buy
2,723
+182
+7% +$25K 0.21% 66
2019
Q2 		$348K Buy
2,541
+167
+7% +$21.2K 0.26% 66
2019
Q1 		$280K Buy
2,374
+15
+0.6% +$1.64K 0.22% 73
2018
Q4 		$240K Buy
+2,359
New +$253K 0.23% 71

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Foster Victor Wealth Advisors's MSFT Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its Microsoft (MSFT) stake by 0.28% in Q2 2026, selling an estimated $87K and leaving 75,235 shares worth $29M. The position accounts for 1.52% of the portfolio, ranked #8.

Foster Victor Wealth Advisors first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $36.4M in Q3 2025. 2,543 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Foster Victor Wealth Advisors held 75,235 shares of Microsoft worth $29M as of Q2 2026.
  • Foster Victor Wealth Advisors sold 215 Microsoft shares in Q2 2026, an estimated $87K.
  • Microsoft made up 1.52% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Foster Victor Wealth Advisors first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
  • Foster Victor Wealth Advisors's Microsoft position peaked at $36.4M in Q3 2025.
  • 2,543 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.