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Grantvest Financial Group’s Microsoft MSFT Stock Holding History

Grantvest Financial Group’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 		$411K Buy
1,103
+52
+5% +$21K 0.24% 105
2026
Q1 		$389K Buy
1,051
+59
+6% +$24.7K 0.25% 98
2025
Q4 		$480K Sell
992
-26
-3% -$13K 0.31% 80
2025
Q3 		$528K Sell
1,018
-127
-11% -$64.8K 0.36% 69
2025
Q2 		$570K Sell
1,145
-165
-13% -$71.7K 0.42% 57
2025
Q1 		$492K Buy
1,310
+3
+0.2% +$1.22K 0.4% 55
2024
Q4 		$551K Buy
+1,307
New +$557K 0.62% 50

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
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

Grantvest Financial Group's MSFT Position: Q2 2026 in Review

Grantvest Financial Group increased its Microsoft (MSFT) stake by 4.9% in Q2 2026, buying an estimated $21K and bringing the position to 1,103 shares worth $411K. The position accounts for 0.24% of the portfolio, ranked #105.

Grantvest Financial Group first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $570K in Q2 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Grantvest Financial Group held 1,103 shares of Microsoft worth $411K as of Q2 2026.
  • Grantvest Financial Group bought 52 Microsoft shares in Q2 2026, an estimated $21K.
  • Microsoft made up 0.24% of Grantvest Financial Group's portfolio in Q2 2026, its #105 holding.
  • Grantvest Financial Group first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Grantvest Financial Group's Microsoft position peaked at $570K in Q2 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.