Foster Victor Wealth Advisors’s Microsoft MSFT Stock Holding History
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
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. 6,250 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.
- 6,250 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.